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Change Initiative or Learning Initiative? A Case Study of a Pilot Project of Hybrid Online Courses Wendy Keller A Thesis in The Department of Education Presented in Partial Fulfillment of the Requirements For the Degree of Master of Arts (Educational Studies) at Concordia University Montreal, Quebec, Canada August, 2008 ©Wendy Keller, 2008
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Change Initiative or Learning Initiative? A Case Study of a Pilot Project of Hybrid Online Courses

Wendy Keller

A Thesis

in

The Department

of

Education

Presented in Partial Fulfillment of the Requirements For the Degree of Master of Arts (Educational Studies) at

Concordia University Montreal, Quebec, Canada

August, 2008

©Wendy Keller, 2008

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ABSTRACT

Change Initiative or Learning Initiative? A Case Study of a Pilot Project of Hybrid Online Courses

Wendy Keller

It is believed that online distance education is the fastest growing segment of adult

education today. The number of students registering in at least one online course has

increased at a higher percentage than the growth in total student enrollment each year.

Even institutions that have built their credentials on the traditional face-to-face lecture

method are offering courses online. However, one has to be cautious not to view the

"information edu-highway" as a universal strategy to address all the challenges faced by

post-secondary institutions. On the other hand, the suspicion that online distance

education is merely a vehicle to financial gains is also limiting. Administrators need to

understand the implications of incorporating online models for their faculty, students and

existing infrastructure in order to determine if this strategy can help to achieve their

educational and financial goals.

This qualitative research effort provides insights to the experiences of participants in

a pilot project for hybrid online courses in an attempt to answer the question "What

factors need to be considered by administrators and their faculty when trying to

determine if and to what extent online distance education 'fits' their institution?"

The observations support the existing literature on important considerations for the

successful implementation of e-learning initiatives. However the more significant finding

involves the navigation and management of a change process by the members of the

institution themselves and their organization. This Case Study is a snapshot of that

challenge.

i i i

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Acknowledgements

This research study could not have been accomplished without the teachings and

guidance of my professors at Concordia University over the past five years and the trust

and open-ness of all the participants of the Vanier Hybrid Online Pilot Project. Through

your experience my experience has been all that much richer.

Thank you to Dr. Joyce Barakett whose broad mindedness made it possible for me

to join the M.A. Educational Studies Program at Concordia University. Thank you also to

my supervisor Dr. Paul Bouchard, who was patient and encouraged me to use my own

voice when writing and not be afraid to state an opinion and to the members of my thesis

committee, Dr. Arpi Hamalian, Dr. Ayaz Naseem and Dr. David Waddington who

rewarded my passion for the research.

Thank you also to Dr. Bob Bernard and Dr. Richard Schmid from the Educational

Technology Department who presented me with the opportunity to conduct research at

Vanier College and who supported my efforts with helpful suggestions and humor.

And finally, thank you from the bottom of my heart to my husband, Gerald, my

parents, Use and Wilhelm, my number one fan, my sister Sheala and all of my family and

friends. You let me put you "on hold" while I disappeared into "writer-space". You never

gave up on me and that made all the difference. I dedicate this work to you!

IV

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Table of Contents

List of Figures viii List of Tables ix List of Acronyms x

Overview 1

CHAPTER 1 Introduction 4

Statement of the Research Problem & Purpose of the Study 5

Literature Review .7 Growth in Popularity 9 Change in Education Delivery ...11 Online Distance Education -What Does it Mean for the Institution? 15

Issues for Administrators 15 Financial Considerations 16

Roleof faculty 17 Role of students 19 Student enrollment & class size 20

Retention Rates 21 Accreditation 22 Knowledge Management 23 Intellectual Property 25

Issues for Students 26 Managing Learner Expectations 27 Student Interaction 30

Issues for Faculty 32 Are Hybrid Courses the Answer? 33 Changing Roles 35 Instructional Strategy 36 Faculty Training and Support 37 Student Expectations and Time Management 38 Class Size and Faculty Efficacy 39 Authentication and Assessment 40 Technology and Social Structure 41

Summary 43 Building it Doesn't Mean it will Work 44

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CHAPTER 2 Procedure 46

Choosing a Qualitative Research Strategy 46 Choosing Case Study 47

Advantages and Challenges 50

Parameters of the Research 54

The Unit of Analysis - What is a Case? 54 The Case in Point 55 Research Site and Participants 55

Permission and Access to Site and Sample 56 Participants in the Study 56

Compensation. 57 Support 58 Timeline 59

Data Collection 60

Participant Observation 62 Work Sessions 64

Semi-structured Interviews 64 Faculty Questionnaires 65 Surveys of Students in the Pilot Project 67 Debriefing with Student Intern 70 Documentation 70 Faculty Debriefing and Member Checks 71

Data Analysis 71

Chronological Maintenance of Data 71 Classification of Data 73

CHAPTER 3 The Case Study 78 Introduction 78 CEGEPs and Strategic Targets 78 Performance versus Targets 79

Modest Proposal for a Solution 81 Model of Innovation Diffusion 82 Does Innovation Fit? 84

Discussion 85

Strategy towards Change 85

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Why a Pilot Project? 85 Sniffing out "Skunkworks" 86 If We Build it, Will They Come? ..88 Change Requires Flexibility, But How Much? 90

Motivation to Participate in Online Distance Education.... 92 Administrators 92 Faculty-The Promise of Technology 94

Have Laptop Will Participate 94 Learning about Technology 96

It's my course and I can choose 97

Perception of Online Distance Education 1.01 Teachers' Perceptions of Themselves 101 Surprise! Students are Not Always Independent Learners 104

Participation in Online Distance Education 110 Unexpected Rewards 110 Course Design - Less is More 113 Promoting Interaction for Students 115

Distance May Increase Participation 116 Group discussions 117 On-campus communications 117

Faculty Workload and Time Management 119 Comment on Time Management for Students 122

Capacity for Change 123 Communities of Practice 123 Student Preparation and Support 127 Beliefs, Experience and Change 128 Learning from the Past 131

CHAPTER4 Conclusion 133 Through Experience We Learn Anew 133 Change Initiative or Learning Initiative? 135

Ifthe Pilot Ends, Has it Failed? 136 Opportunities for Further Research 137 How to Answer the Research Question 138

References 141

Appendices 161

vii

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List of Figures

Figure 3-1 Vanier's Strategy towards Change 83

Figure 3-2 VHP Student's Reason for Course Selection 105

Figure 3-3 VHP Student Field of Study 105

Figure 3-4 Student Responses for Learning Style

and Time Management 107

viii

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List of Tables

Table 1-1 Modes of Education Delivery 8

Table 2-1 Advantages using Case Study Approach < 50

Table 2-2 Issues/Challenges in Case Study Approach 52

Table 2-3 Participants in the Pilot Project 58

Table 2-4 Timeline of my involvement in Phase I Pilot Project 59

Table 2-5 Summary of Data Sources and Tools 60

Table 2-6 Administration and Response Rates of Student Surveys 69

Table 2-7 VHP Issues/Aspects and Categories 76

IX

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List of Acronyms

AACSB Association for the Advancement of Collegiate Studies in Business

AFT American Federation of Teachers

ALA American Library Association

CCNE Commission on Collegiate Nursing Education

CEGEP College d'enseignement general et professionnel

Translation - College of General and Vocational Education

CFC .Capacity for Change

CSLP Center for the Study of Learning and Performance

CMEC Council of Ministers of Canada

DCS Diploma of Collegial Studies

DEC Diplome d'Etudes Collegiales

DMCA Digital Millennium Copyright Act

GEC General Education Course

IP .Intellectual Property

LITC Library and Information Technology Center

MELS Ministere de 1'Education, du Loisir ef du Sport

Translation - Ministry of Education, Recreation and Sports

MERLOT Multimedia Educational Resource for Learning and Online

Teaching

MEQ Ministere de L'Education du Quebec

MFI Motivation for Innovation

x

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NASULGC .National Association of State Universities and Land Grant

Colleges

NCES National Center for Education Statistics

NEA National Education Association

NLNAC National League for Nursing Accreditation Commission

NPEC National Postsecondary Education Cooperative

NSSE. National Survey of Student Engagement

PER Perception of Online Distance Education

PODE Participation in Online Distance Education

Rl Round 1 Student Survey

R2 Round 2 Student Survey

R3 Round 3 Student Survey

STI Strategy towards Innovation

TEACH Technology, Education and Copyright Harmonization

TIQ Technology Implementation Questionnaire

WIPO World Intellectual Property Organization

VHP Vanier Hybrid Online Pilot Project

XI

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Overview

Despite the increased promotion of online distance education at the post-

secondary level, conclusions of studies focusing on e-learning initiatives over the past

two decades can best be described as mixed (Abrami, P.C., Bernard, R.M et al, 2006).

To better understand the process involved when members of an academic

institution venture into the realm of online instruction for the first time, this researcher

spent approximately eight months (from October 2005, to May 2006) intermittently

observing, interacting and documenting the "experience" of faculty and their

administrators) during the first year of a pilot project for hybrid online courses at Vanier

College, an English language CEGEP (College d'enseignement general et professionnel -

College of General and Vocational Education) in St. Laurent, Quebec, Canada.

The "story" of a small team of individuals that acted as pioneers of innovation

underscores some significant "watch outs" in the design, development and delivery of

online courses. Set against the backdrop of organizational challenges inherent in any

change initiative, it offers a lexicon of practice for the institution in the study as well as a

point of reference for the field of e-learning in general and in particular hybrid online

distance education. Through the evolution of the project, it becomes evident that

navigating this educational change process is more intricate and complex than originally

anticipated.

This research report is divided into four chapters with a separate section for

references and appendices.

Chapter 1 is the Introduction and defines the purpose of the research. It sets the

stage with a basic review of the literature on the potential implications for post-secondary

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academic institutions (their administrators, faculty and students) considering

incorporating online distance education courses (hybrid or otherwise) into the curriculum.

I take a "big picture" approach outlining the broader changes necessary for any online

distance education initiative to be successful. The "smaller picture" or more specific

perspective surfaces in the discussion of the actual hybrid online pilot project experience

described in Chapter 3.

Chapter 2 explains the rational for using the case study approach and why it is the

natural qualitative research method of choice to explore this topic and communicate the

findings. The unit of analysis is defined and why the particular site and participants were

selected and how access was obtained. This is followed by a summary of the procedure

used to collect and code data including a description of my role of participant observer,

the types of interviews conducted and the basis for the faculty and student questionnaires

used to triangulate the data. The chapter is concluded with an explanation of the review

and analysis process and an example of the data base format used to capture aspects and

issues of the case.

Chapter 3 begins with a brief introduction for the setting of the Case. This

information provides context and helps to explain some of the external factors

contributing to the initiation of the hybrid online pilot project.

Next the findings and observations of the research are discussed under the general

headings of Strategy for Change, Motivation to Participate in Online Distance Education,

Perception, Participation and Capacity for Change. The experiences of the pilot project

administrators and participating faculty members are shared high-lighting consistencies

with the existing literature as well as the implications for the management of educational

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change at the college. Faculty outline "lessons learned" and recommendations for

continued implementation of the hybrid online pilot project effort.

Chapter 4 presents additional considerations regarding the implementation of

online initiatives. And in combination with Chapter 3 provide insights to answers for the

question "What factors need to be considered by administrators and their faculty when

trying to determine if and to what extent online distance education 'fits' their

institution?" Opportunities for further studies are also identified.

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CHAPTER 1

Introduction

Distance education evolved as an innovative solution to a problem. It was developed

"to create and widen access to education and to improve its quality, using distance education techniques and associated technologies to meet the particular requirements of individuals who were unable to participate in the traditional classroom environment." (Hillstock, 2005. p. 139).

Initially distance education involved correspondence schools that used the postal

system to maintain written communication. Relative to today's standards, the process was

slow and tedious, but it was successful in reaching students who because of time or

geographic limitations could not physically attend classes at an academic institution

(Berg, 2002). The availability of television and other media increased the options for the

exchange of information. And the introduction of the World Wide Web and the Internet,

presented an even faster, more efficient mechanism for the transmission of data and

broadened access to information for anyone who went "online".

For each of these innovations, questions about the quality and effectiveness of the

associated teaching and learning processes that differ markedly from the ones practiced

before, repeatedly surface. This can only be expected. Why should this "high tech" form

of knowledge communication be immune to any of the challenges and soul searching that

has been going on for centuries relative to what makes good education?

Today distance education, either in a hybrid or 100% online format, is often applied

as the innovative1 solution to many of the challenges encountered with the face-to-face

in-class educational models (AFT, 2003; Allen & Seaman, 2007; NASULGC 2007) and

1 Innovation defined as "an idea, practice or object that is perceived as new by an individual or other unit of adoption. It matters little... whether an idea is objectively new as measured by the lapse of time since its first use or discovery...If an idea seems new to the individual it is an innovation". (Rogers, 1995, p.l 1)

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as a way for academic institutions to compete for limited resources (Abrami, Bernard et

al, 2006). Travel time and expense, schedules and classroom size can be very flexible in

online distance education environments and is perceived as an advantage by students

(Berg, 2002; Tamashiro, 2003; Howell, Williams & Lindsay, 2003; Hannay & Newvine,

2006). In Online Learning as a Strategic Asset, the 2007 NASULGC study of 215

university presidents and chancellors, 71% rated increasing student access as an

important component of their online strategy. In addition to responding to student needs

for access and flexibility, online distance education is also seen as a strategic equalizer

for the academic institution offering the programs/courses (Rogers, 2000; Howell,

Williams & Lindsay, 2003). Post-secondary colleges and universities do not only

compete amongst themselves to increase and maintain student enrolment levels, attract

reputable faculty and secure funding. The "educational entrepreneur" promoting degrees

earned quickly online and/or skills learned easily via "shrink wrap" courseware is also a

contender (Denning, 1996; Frank 2000; Oblinger & Kidwell, 2000; Shale 2002; AFT,

2003; Pirani & Silaway 2005).

Statement of the Research Problem and Purpose of the Study

Although studies demonstrate that online education has made significant inroads in

the core offerings at most types of academic institutions (Allen & Seaman, 2005; Allen &

Seaman, 2006; Allen & Seaman, 2007; NASULGC 2007), the question of what value

online distance education really brings, continues to raise controversy (Tamashiro, 2003;

Abrami, Bernard et al, 2006). Understanding the real meaning and impact of an online

initiative for an institution is key to determining whether there is a strategic fit for the

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innovation in the first place and increasing the likelihood of its sustainability in the long

run (Fullan, 2001; Haddad, 2002; Owston, 2003).

The original purpose of this research effort was to observe and document the

experience, perceptions and attitudes of a small group of faculty members of Vanier

College, an English language CEGEP (College d'enseignement general et professionnel -

College of General and Vocational Education) in St. Laurent, Quebec, Canada, who

agreed to participate in a pilot project of hybrid online distance education courses. The

intent was to illuminate the hands-on challenges and needs for successful implementation

of curriculum traditionally taught in a face-to-face environment to one that would be

delivered predominantly (70%) online in order to answer the question "What factors need

to be considered by administrators and their faculty when trying to determine if and to

what extent online distance education 'fits' their institution?"

As the research evolved it became evident that the mechanics of instructional

design and the choices regarding technology were not the only factors to be studied.

Although findings about the practical "hands-on" challenges are useful particularly when

creating a list of "watch out's" for anyone interested in exploring online education, the

over-riding issue which can make or break the successful adoption of this type of

innovation is an organizations' capacity for change. The experiences of the participating

faculty and their administrators, underscores that the incorporation of hybrid online

distance education courses or programs constitutes much more than instructional re­

design of individual courses and the availability of technology. It involves the capacity

for change within an organization; challenging the beliefs and values of its members and

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the framework of policies and practices (Rogers, 1995; Errington, 2001; Pajo & Wallace,

2001).

John Dewey (1966) felt that by understanding individual history and past

experiences we contribute to future experiences. He said that "the educational process is

one of continual re-organizing, reconstructing, transforming experience" (p.50). Insights

to the experiences of the Vanier College faculty and their administrators as they explore

designing and teaching courses using a hybrid online model for the first time can

contribute to the information used to make "educational judgments in order to improve

educational action" (Bassey, 1999, p.39). Not only will the institution in the study build a

knowledge basis with which to make future decisions about e-learning but the lessons

learned can benefit other post-secondary institutions (especially colleges) considering

similar strategies.

Literature Review

Although distance education has been available in different forms for over 150 years

(first through correspondence then radio, television, video and audio instruction - Berg,

2002) today's computer technology, the internet and the World Wide Web have

substantially increased the number of educational resources and along with them, the

opportunities for distance learning.

Definition:

Online distance education differs from face-to-face in class education in that it unites

teachers and students, who due to their location, time constraints, and/or social

responsibilities can not meet in a traditional on-campus classroom. Computers are used to

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mediate the educational process and facilitate communication between teachers and

students.

Table 1-1 shows the different modes of education delivery referred to in this report.

The definitions are taken from Growing By Degrees: Online Education in the United

States, a Sloan Consortium Report, (Allen & Seaman, 2005). Although the report

describes trends in the USA, the definitions for modes of delivery can be applied

globally.

Table 1-1 Modes of Education Delivery

Type of Course

Traditional

Web-Facilitated

Blended/Hybrid

Online Distance Education

Description

Course delivered in a face-to-face, in-class environment. Content is delivered in a written or oral format using slides or chalk or marker boards, flip charts, etc. In-class videos, audios can be used to support material to be learned. Course uses web-based technology to facilitate what is otherwise a face-to-face course. Course management systems or web-pages may be used to post the syllabus, assignments, readings, etc. Email is sometimes used as an adjunct to regular office hours. Course that blends online and face-to-face delivery. Substantial proportion of the content is delivered online, using web-pages or course management systems to lead the course. A mix of online discussions and some face-to-face interaction is used to support the learning process. Emails are typically used instead of office hours. Most or all of the content is delivered online. Typically there are no face-to-face meetings. Same tools for computer mediated interaction as for Blended/Hybrid Education (listed above) are used.

Percentage of Online Delivery

0

1-29

30-79

80-100

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Growth in Popularity

Local, national and international reports tell us that the popularity for online learning

is increasing each year in post-secondary education (NEA, 2000; AFT, 2001; UNESCO

2002; Srivastava, 2002; NPEC, 2004; Allen & Seaman, 2005; Allen & Seaman 2006;

NSSE, 2006; NASULGC 2007). Shortly after the new millennium surveys in both the

USA and Canada showed over 50% of public two year institutions offered some form of

distance learning courses and (NCES, 2003; CMEC, 2002)and the demand for flexible

learning environments continues to increase (Allen & Seaman 2006; NSSE, 2006;

NASULGC 2007)

Many post-secondary academic institutions have "taken up the challenge" of

incorporating technology to not only support teaching and learning in the traditional

classroom, but as a mode of education delivery that meets students' demands for

flexibility either in a hybrid or 100% online format (Oblinger & Hawkins, 2005; Allen &

Seaman, 2007; NASULGC, 2007). For those institutions where offering 100% online

courses and/or programs is not possible, the blended or hybrid approach combining the

sophistication of technology with personal face to-face interaction in a 50/50 or 25/75

split, seems to satisfy the needs of both faculty and students (AFT, 2003, McGraw-Hill

2006; NSSE, 2006).

Growing by Degrees, a study funded by the Sloan Consortium comparing

registration in online courses since 2001, shows that the "number of students who study

2 Sloan-C maintains a catalog of degree and certificate programs offered by a wide range of regionally accredited member institutions, consortia and industry partners. It provides speakers to help institutions leam about online methodologies; hosts conferences and workshops to help implement and improve online programs; publishes the Sloan-C View, the Journal of Asynchronous Learning Networks (JALN), and conducts research, annual surveys on online learning and forums to inform academic, government and private sector audiences. Taken directly from Source: http://www.sloan-c.org/aboutus/

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online has been increasing at a rate far in excess of the rate of growth in the overall

higher education student population" (Allen & Seaman, 2005, p.5) with the two-year

associates' institutions accounting for the highest growth rates capturing over 50% of the

online enrolments. Subsequent studies by the same authors entitled Making the Grade

(2006) and Online Nation: Five years of growth in online learning (2007) also revealed

that the number of institutions who identified online distance education as an important

component of their long term strategy grew from 49% in 2003 to 56% in 2005. At the top

of this trend were community, junior or technical colleges where the rating of importance

increased from 58% in 2003, to 72% in 2005.

It should be noted that the smaller, private, non-profit institutions and colleges

offering Baccalaureate degrees "remain the least likely to agree that online education is

part of their long-term strategy" although they do offer online courses (Allen & Seaman,

2005, p.2). However, amongst the mid-size schools, 80% offer undergraduate courses

online and 70% offer graduate courses online. And the numbers are more impressive for

the larger schools (Allen & Seaman, 2005).

It cannot be denied that the data shows growth of participation in online distance

education (Allen & Seaman, 2007). However, an institution has to be careful not to

simply get caught up in the momentum and envision the "information edu-highway" as a

"one-size fits all" solution to address their challenges (Oblinger & Kidwell, 2000).

Nor should the decision to reject online distance education be taken without examining

the merits this mode of education delivery has to offer the members of an institution.

As the available technology continues to evolve, it comprises very exciting attributes

and presents opportunities and challenges that are quite different when used other than to

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support the traditional in class lectures with word processing software or email

communications (Brown & Voltz, 2005). This fuels the divide between optimism and

caution towards online or computer mediated distance education. Consequently it

becomes increasingly difficult to evaluating whether there is a fit of this model of

delivery for an institution and how to go about optimizing its application.

Change in Education Delivery

"Learning to live with change has almost become a pre-requisite for participating

in the education system" (Oliver, 1996, p.l) and the "capacity to adapt and change as new

modes of knowledge formation emerge" (Frost & Chopp, 2004, p. 46) is vital to the

continued development of any academic institution. Fullan (2001) tells us that "mastery

of the change process" (p. 8) must be a priority for those interested in adopting

innovation, otherwise the change initiative will only add to the problem(s) it is intended

to solve.

The adoption of any change initiative in education involves understanding the

theoretical and practical aspects of the change process. By theoretical aspects I am

referring to the process of conceptually exploring the "why" and "how" of an innovation;

conducting a value analysis and reviewing implications for the parties and organization

involved, and then taking the decision as to whether to initiate or test the innovation. This

is the first of three broad phases of the change process as described by Michael Fullan in

his 2001 edition of The New Meaning of Educational Change.

By practical aspects I am referring to the mechanics of the change process or the

"hands-on" actions taken during the early stages of implementing an initiative (i.e. first

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few years). This coincides with the second phase of change as described by Fullan

(2001).

Continuity or "institutionalization" is Fullan's third phase of change. Once tested and

evaluated, the innovation is either incorporated as part of the existing educational

processes or left to dissolve. It depends largely on whether "critical mass" (Robinson,

2001) or the number of resources (e.g., the CEGEP faculty and administrators, library

and technology staff) who choose to adopt the innovation based on their beliefs and

perceptions of its value (Rogers, 1995; Errington, 2001; Pajo & Wallace, 2001) and the

support (e.g. leadership, training, technology, career opportunity, etc.) that is available to

reinforce this choice (Robinson, 2001; McLachlan-Smith & Gunn, 2001; Pajo & Wallace,

2001; Fullan, 2007).

It is important to remember that change is not measured by a single major event

nor should it be expected to be realized in a linear fashion (Fullan, 2001; Robinson,

2001). Change transcends over time and different aspects or stages progress at different

rates. Members of an institution will justifiably question or challenge initiatives that

require a shift in status quo. And many times a decision, experience or outcome in one

phase (i.e., initiation, implementation and continuation) results in the need to revisit a

previous phase (Fullan, 2001; Owston, 2003) ideally resulting in an improved model.

"Thus, innovation is a layered process where the effect of previous decisions, institutional

context and personal histories shape what comes next" (Peruski, 2003, p.5) and affects

longer term adoption (Fullan, 2001).

Typically the early stages of implementation of an innovation are manageable

because of the small scale and use of few resources and contingencies. Since the time

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involved is usually fixed (etg. 2-3 year time frame), the implicated parties make

exceptions and "bend the rules" and create temporary processes to make it work

(Robinson, 2001). However, once the scope of the innovation needs to be enlarged it will

require a greater commitment of resources (e.g., department-wide plan to incorporate

hybrid online courses). An institution needs to determine if it has sufficient capacity to

scale up the initiative and support its continuation (Fullan, 2001; Fullan, 2007). For

example, depending on the given infrastructure and skill level of faculty, an e-learning

initiative such as the implementation of courses that are delivered in a hybrid online

format, requires support and training for online design and instructional techniques,

assistance with the type and use of technology, access to on-going troubleshooting

assistance, and possible release time for planning and development, etc., (McLachlan-

Smith & Gunn, 2001; Robinson, 2001; Haddad, 2002; Owston, 2003; Seel & Dijkstra,

2004; Moore, Moore & Fowler, 2005). There will also be students who need orientation

and mentoring in order to become proficient in online learning strategies and who will

require technical training and ongoing access to "help desk" assistance (Harasim, Hiltz et

al, 1995; McLachlan-Smith & Gunn, 2001; Robinson, 2001; Palloff & Pratt, 2001). The

administration will need to define policies and protocols for intellectual property and

knowledge management (Paloff & Pratt, 2001; Raman, 2004). Decisions will need to be

made about the capabilities of existing technology and the type of personnel to be hired

to support the initiative (Robinson, 2001; Haddad, 2002). And certainly the effectiveness

of the existing compensation and reward system to encourage continuation will need to

be examined (Owston; 2003). Through each stage (initiation, implementation and

continuation) decisions must be taken about the required resources and structure to take

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the innovation from the "twinkle in the eye" to a fully "institutionalized" form that "fits"

the organization (Fullan, 2007).

The more an innovation requires a change in the basic or core practices of

teaching and learning, the more difficult the adoption by the individual or institution

(Owston, 2003).

"It isn't that people resist change as much as they don't know how to cope with it. If we know one thing about innovation (and reform), it is that it cannot be done successfully to others."

(Fullan, 1991, p. xiv)

The process required is much more than just purchasing equipment and software

and training faculty on its use. A "re-culturing" needs to occur; referring to changes in the

institution's culture and value system regarding an innovation (Fullan, 2001). This "re-

culturing" comes about through changes in the core beliefs of a critical mass (e.g.,

individuals or groups) of members of the institution and is sustained through a supporting

infrastructure and participative leaders (Fullan, 2001; Rogers, 1995).

In addition to critical mass, the continued presence of "champions" - pioneering

individuals who tend to take high risks to advocate change - helps to sustain the

innovation (Rogers, 1995). Champions promote innovation to others to ensure continued

interest to develop the idea. And in combination with a strong coordinating leader and

sufficient capacity (e.g., resources that can be dedicated to support the effort, usable

technology, etc.) help to facilitate the adoption of the innovation on a larger scale

(Rogers, 1995; Robinson, 2001; Owston, 2003; Fullan, 2007).

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Online Distance Education - What does it mean for the institution?

Understanding the intricacies of the changes involved and the potential outcomes

of adopting an online distance education initiative is important to answering the question

of whether the change will in fact address the problems or issues that triggered the idea or

innovation in the first place. Online distance education models should not be

oversimplified as just a different way to deliver course content where only the tools of

mediation (e.g. technology, texts, access to library resources) need to be readjusted.

Conversely building it up to be an insurmountable undertaking involving overwhelming

resources and investment eliminates the possibility of extracting its potential value.

In order to better understand the value and meaning of change resulting from the

incorporation of online courses in general, it is helpful to review the expectations,

perceptions and needs of those groups who will experience the change (Bates, 2000;

Berg, 2002). The following pages comprise issues that research has identified as

important considerations for administrators, faculty members and students that will affect

their perception of value of online learning environments.

Issues for Administrators

The review of the literature (Anakwe & Kessler, 1999; Frank, 2000; Bower, 2001:

Pajo & Wallace, 2001; Palloff & Pratt, 2001; AFT, 2003; Porter, 2004; Abrami, Bernard

et al., 2006; Palloff & Pratt, 2007) shows that online distance education is often

considered a potential solution for many of the challenges that administrators face in

managing and leading an academic institution. However pressure to be innovative

because others are doing so and attempting to address problems by offering courses

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online without understanding the implications of the changes involved can deplete

already limited resources, hinder the sustainability of the initiative and impact the

credibility of the institution in the long run.

Financial Considerations.

One of the top challenges faced by post-secondary institutions is access to funding

and financial resources. Although online courses and programs are promoted as ways to

help stretch resources and generate savings, the reality is that financial investment is

usually required to create, upgrade and/or support the infrastructure and systems

necessary to achieve quality courses and programs (Ingliss, 1999; Robinson, 2001;

Boettcher, 2004; Hillstock, 2005; Abrami, Bernard et al, 2006; Ruth, Sammons & Poulin,

2007).

Distance learning may certainly offer savings with regards to classroom space

requirements and commuting time and expenses. It may even save on printing costs for

reading materials and other school supplies (Inglis, 1999). But to think that any distance

education program translates into significant savings for an institution without there first

being an investment in resources is a definite misconception (Inglis, 1999; Boettcher,

2004; Hillstock, 2005). When done correctly, with a vision for an effective, high quality

system for the delivery and facilitation of education, online programs can be expensive

(Robinson, 2001; Ruth, Sammons & Poulin, 2007). Not only do they often require a

substantial financial outlay to install or upgrade existing technology to support the

volume of users and the types of applications (software), but faculty and student training

is required (Harasim, Hiltz et al, 1995; McLachlan-Smith & Gunn, 2001; Robinson,

2001; Palloff & Pratt, 2001; Hillstock, 2005), as well as the availability of a support

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network, to tackle the every day technical (software & hardware) and non-technical

related issues (Owston, 2003).

In this age of the global connectivity most institutions are already wired to use

computers and technology as part of their day-to-day administrative and communication

practices. A "help desk" of sorts is most likely available to troubleshoot problems

encountered by faculty, administrators and staff. Offering courses online will predictably

increase the need for additional services during extended hours, especially considering

the variety of applications that are available and the continuous need for upgrades on

equipment and software. Students accessing courses remotely at "anytime" will most

likely require support outside of regular school hours, (Hillstock, 2005) as will the faculty

facilitating the online courses. If not already available this extra demand on the "help

desk" function will create the need for additional personnel.

Role of faculty.

"The change in the concept of the time an instructor spends with students will present an even bigger challenge for the administrator. The time and effort an instructor expends becomes a linear function of the number of students in a class. Administrators can no longer economize on educational effort by increasing class size. The instructor can no longer adapt to class size by allowing less time for individual interaction with students."

(Harasim, Hiltz et al; 1995, p. 232)

The creation of online courses involves more work and time spent by faculty than

the creation of a lesson that is delivered in a face-to-face environment (Boettcher, 2004;

Porter, 2004; Hillstock, 2005). A rough rule of thumb that can be applied is that it takes

approximately 10 hours of work to design and develop 1 hour of online instruction using

basic online tools. (This does not include the time spent by other resources that help to

implement the courses.) If administrators expect faculty to maintain existing workloads

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while taking on new instructional practices (e.g., deconstructing and rebuilding the lesson

plan in light of the new "learning space", or learning new software, etc.) incentive

structures may need to be changed in order to encourage continued participation and

compensate for the extra demand on time (Boschmann, 1998; AFT, 2003; Owston, 2003;

Porter, 2004).

Although it is not yet common practice, faculty teaching online courses are

sometimes compensated by release time or a stipend (ranging anywhere from $1000-

$5000 per course) or both (AFT, 2003; Hillstock, 2005).

Other times assistance with the creation of the courses is available through an

instructional designer or a technologist at the cost of $42-$45,000 US per year (Hillstock,

2005). In addition some institutions are providing faculty with an experienced "distance

mentor" (Hillstock, 2005), whose responsibility it is to offer one-to-one coaching to help

develop the faculty members' approach to online instruction.

A chance to examine and reflect on online instructional ideas with someone who

has already experienced some of the challenges involved presents an opportunity for

continuous improvement of the curriculum and helps to break down some of the barriers

to participation (Chuang, Thompson & Schmidt, 2003). Mentors can either be part of the

existing faculty population or hired from external sources. In either case, time is still

spent and some degree of compensation is usually negotiated.

Faculty need to see and experience that the "need for change is worthwhile, and

have confidence in their ability to bring about the necessary innovations with appropriate

support" (Errington, 2001, p.33). Chizmar & Williams (2001) in their article What do

faculty want? state that 63% of faculty respondents would prefer examples of "real-world

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applications" that they could use to demonstrate concepts. When faculty are not given the

opportunity to explore different techniques and options for creating engaged learning

modules or are able to see what is possible relative to personal and student achievement,

there is limited likelihood of a change in beliefs and perception of value towards online

instruction (Errington, 2001).

"Decisions about what teachers feel they can, or will support by way of flexible learning initiatives are influenced by the degree of perceived support available at all levels of the institution." (Errington, 2001, p.29)

Studies have shown a discrepancy on the part of administrators and their faculty

relative to factors that would motivate and encourage participation in online distance

education, specifically intrinsic and extrinsic factors (Betts, 1998; Schifter, 2000).

Therefore it would be helpful for administrators to poll faculty and staff members to

identify the types of rewards that hold greatest merit. And through implementation of

these rewards send a strong message on the behaviors and practices that are valued at the

institution (Boshmann, 1998).

Role of students. Just as faculty need assistance with the new teaching

environments and their roles as teachers, so do students need support with the new

learning environments and their roles as students (Palloff & Pratt, 2001).Many

institutions are already set up with student learning and/or support centers. The

incorporation of a pedagogical support service for the "How To" of independent study

and online learning could be absorbed by the existing centers, but will more than likely

require either additional personnel, training or both.

Whether the courses are offered in hybrid versions with only a percentage of class

time spent on campus, or 100% online, the creation and upkeep of the infrastructure

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necessary to keep things running, requires resources, time and space. Depending on the

degree and complexity to which an online initiative will be incorporated, financial

commitments cannot be avoided. The return on the investment should be part of the

evaluation process on whether or not the innovation or changes to include different

degrees of online distance education will prove beneficial in the long run.

Student enrolments and class size. Another area that can affect the financial return

"per seat" as well as student satisfaction levels is the number of students to be enrolled in

an online class. According to the National Center for Education Statistics (NCES) the

total number of college enrolments have increased from 26% in the 1980's to 32% in the

1990's and 38% by 2003 and will continue to grow 16% over the next ten years (Jones,

2003). With this increase in demand for education, post-secondary institutions face the

challenge of finding "space". However, the originally envisioned "super-size" classes are

unrealistic if an institution wants to offer a quality program that runs effectively with high

student satisfaction and retention rates (Newcombe, 1999). The National Education

Association (NEA) 2000 Report on online class sizes found approximately 30% of the

classes containing 1-20 students, and approximately another 30% had 21-40 students.

Close to 20% had 41-100 students and the remaining 20% were not sure of how many

students were in their classes (Colwell & Jenks, 2004).

The literature recommends that learning is best facilitated in a collaborative

environment or to use e-learning vocabulary, "learning communities", (Harasim, Hiltz et

al, 1995; Paloff & Pratt, 1999; Paloff & Pratt, 2003; White & Baker, 2004; Hiltz &

Goldman, 2005; Macdonald, 2006). This requires that students are able to interact with

one another and share their interpretations, ideas and questions in a manageable forum. In

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order to optimize interactivity, class size should stay between 15-20 students with a

maximum of 25 in total (AFT, 2003; Paloff & Pratt, 2003; Hillstock, 2005). Hiltz &

Goldman (2005) indicate that classes ranging from 25-30 students tend to be most

successful, but add that this depends on a number of factors including the level of online

teaching experience of the instructor, the degree to which students have been prepared to

study in an online environment, the complexity of the technology used, the level of

support and training available for both faculty and students and the subject matter. All of

these should be taken into account, recognizing that if the group is too small, the

dynamics needed to maintain a continuous level of interaction fall short. If the group is

too large, it becomes difficult for the students to keep up and participate in a meaningful

dialogue and/or for the instructor/faculty to monitor the discussions (Ladyshewsky,

2004). Additionally, the ability to "build trust online and provide 'hand-

holding'... support, and promoting informal relationships", found to be important for

student online interactions (Tu & Mclsaac, 2002, p. 18), is hindered by oversized classes.

Even in the hybrid online versions, group size should only be large enough to sustain

dynamic discourse, but not too large to result in frustrating the members and causing

them to literally disconnect (Colwell & Jenks, 2004; Paloff & Pratt, 2007).

Administrators face a great challenge achieving economies of scale with class size limits

that rival the number of students attending the "on-campus" courses, especially when one

considers the extra support needed to sustain the online environment.

Retention Rates.

Student retention rates are important for a number of reasons, not the least of

which is the inability to assist students to achieve their academic goals. Low student

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graduation rates or retention rates have financial implications and negatively impact

accreditation and the reputation of the institution. Managing drop out rates and sustaining

attractive enrollment levels is important for efficient management of financial resources

and human capital (Nitsch, 2003). Some studies show that student drop out rates for the

online courses offered at higher education institutions exceed those for the same classes

offered synchronously and on campus leading to the conclusion that the method is

ineffective for delivering quality education (Phipps & Merisotis, 1999; Lynch, 2001;

Palloff & Pratt, 2001; Nitsch 2003; Hillstock, 2005). This is misleading. Drop out rates

should not be the sole factor in determining whether or not a program or class is

effective. There could be various reasons which correlate with students choosing to drop

a course such as student characteristics, socioeconomic factors, life changing

circumstances and/or the quality of instruction or support, etc., (Diaz, 2002; Nitsch,

2003). None of these situations is necessarily exclusive to an online distance course or its

equivalent delivered in a face-to-face in-class environment.

Accreditation.

Administrators must ensure that their course offering, whether available fully or

partially online, conforms to accreditation standards. If the program(s) offered are not

seen as credible they lose value to prospective students, thereby affecting enrolment

levels and ultimately the ability to compete in the educational arena. For instance only

13% out of all the MBA programs available online, are accredited by a nationally

recognized accreditation body such as the Association for the Advancement of Collegiate

Studies in Business (AACSB). Given the large number of online MBA programs this

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number is still respectable, but it also means that a large percentage of programs are not

accredited and reduce the credibility of these online degrees.

Comparatively, however, only two of the Graduate Library Sciences programs

available online are not accredited y the American Library Association (ALA). And out

of seventy-three online Nursing Programs, only one is not accredited by the National

League for Nursing Accreditation Commission (NLNAC) or the Commission on

Collegiate Nursing Education (CCNE), (Ruth, 2006).

When administrators consider incorporating courses that are offered online as part

of their programs they must not lose sight of the importance of accreditation. A poor

online reputation can not only deter any further interest in online courses by faculty or

students but also impact the reputation of the institution as a whole.

Knowledge Management.

In addition to balancing budgets and competing for student enrollments,

administrators are concerned with the loss of expertise as faculty members retire or

change assignments. Sharing educational materials and content amongst faculty is one

way to try and retain historical data and information. Another is to try to reproduce the

classroom experience using video and audio techniques so that it can be referenced or

retrieved in the future (Feenberg, 1999). However this perceived as "packaging" of

information and is seen as a threat by faculty who often resist recording presentations of

their courses even for archival purposes. They express concern about the possibility of

"adjunct faculty" (part-time faculty typically paid at a lower rate on a per course basis —

Ruth, Sammons & Poulin, 2007) hired to facilitate the online courses using their material

and ultimately replacing them.

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The concern about job security is real (Howell, Williams & Lindsay, 2003).

Institutions such as the University of Maryland University College, Baker College,

Central Texas College, Walden University, Capella University and Phoenix University

"have fewer than 15% of full-time faculty teaching online courses" (Ruth, Sammons &

Poulin, 2007, p. 32). However studies show core full-time faculty delivering the largest

portion of courses offered online in both private and public post-secondary accredited

institutions (Allen & Seaman, 2005). This is largely attributed to the desire for a high

quality course offering made possible by senior experienced faculty members. In fact,

students have been shown to prefer interacting with faculty who are knowledgeable and

"expert" and are concerned about their academic success (Brewer, DeJonge & Stout,

2001; Oblinger & Hawkins, 2005; Oblinger & Oblinger, 2005).

Unfortunately senior faculty members have typically not been early adopters of

technology and online initiatives in the past. Their tenured positions and job security

allow them to be more selective than their younger, less experienced counterparts.

Unfortunately their lack of participation does not only impact credibility for the

institutions online program(s), but also denies students taking online courses the

opportunity to work with highly experienced educators (Giannoni & Tesone, 2003).

Furthermore reluctance on the part of senior faculty to teach in an online environment,

may actually promote the hiring of part-time or adjunct faculty to cover these courses

(Ruth, Sammons & Poulin, 2007).

One of the keys to success in introducing any educational change initiative and

receiving some degree of acceptance is to improve relationships and trust amongst faculty

and their administration. Administrators need to be sensitive to faculty perceptions of

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their dispensability and solicit faculty input for ways to document their valued experience

and know-how while encouraging their roles as leaders in the discovery and

dissemination of knowledge (Oliver, 1996).

Intellectual Property.

In addition to the concern of the loss or replacement of knowledgeable and

experienced faculty, there is also the issue of intellectual property (IP). Intellectual

property refers to works of literature, the arts, research, performances and broadcasts,

inventions and discoveries, industrial designs, trademarks and commercial names and

designations which are protected by law against unfair competition. Although laws to

enforce the IP rights are suggested by the World Intellectual Property Organization

(WIPO), under the direction of the United Nations IP laws and their enforcement varies

from country to country. While copyright laws protect the rights of authors and

publishers of books and paper copy texts and the Digital Millennium Copyright Act

(DMCA) protects against unauthorized or illegal use of digital media, the Technology,

Education and Copyright Harmonization (TEACH) Act, deals with copyrights of

materials used in online environments. Anyone who has done research or creative work

knows how difficult it can sometimes be to retain the authenticity and receive credit for

their work. With research sources, literature and documentation available on web-based

platforms, the tracking and retention of original "authorship" becomes even more

difficult and presents another hurdle to overcome when considering online courses.

Administrators and faculty should address intellectual property rights upfront, and

not as an afterthought, to protect the ownership of scholarly work that is made available

or accessible online (Cookson, 2000). In practice many institutions have implemented

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security policy and procedures, not only to protect work done by their own faculty, staff

and students, but also to help define the use of software and web-based materials (eg.,

video-clips, interactive software) in online environments (e.g., Responsible Use Of

Electronic Communications document at Cornell University, and Carnegie-Mellon

University's policy indicates compliance with US Copyright Law, defining the IP rights

for work conducted by members of the university - Raman, 2004, p.5-6).

The willingness of an organization to update its security policies to include

guidelines on intellectual property and penalties for violations, will not insure against

infractions, but as with any "law" will outline the limits of acceptable and unacceptable

practices and offer a device against which to measure behavior.

Challenges intrinsic to academic institutions and their local geographies might be

pushing administrators to attempt to integrate online distance education courses and

programs. Initially the cost of technology combined with set up and training and long-

term support costs will certainly alter the degree to which online distance education can

provide the proverbial ticket to financial liberty. Faculty workload and student online

learning needs and the protection of intellectual property are just some of the important

factors that administrators must address. A comprehensive examination of what online

distance learning models mean to members of the institution and where and how they

perceive value will reveal the issues that hinder adoption of innovation. From these a

common vision can be developed, increasing the capacity for change. (Maid, 2003;

Owston, 2003).

Issues for Students

"From the students 'perspective depending on their age, level of education and academic motivation and learning style (Diaz, 2000, Diaz and Cartnal 1999,

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Dille & Mezack, 1991, Gibson & Graff, 1992 and Thompson, 1998) online distance education removes the barriers of limited access to higher levels of education due to time and geography or social responsibilities." (Diaz, 2002).

Today, the original vision of applying technology to accommodate those students

who did not have easy access to the campus, has been extended to potentially include

"all" students. Working adults, students with physical limitations or challenges,

individuals uncomfortable in classroom settings, faculty with teaching responsibilities at

different institutions located in different geographic regions, even students wanting to

complete credits while working, all view online distance education as a means to achieve

their personal goals. Distance education encompasses "all arrangements for providing

instruction through print or electronic communications media to persons engaged in

planned learning in a place or time different from that of the instructor or instructors"

(Moore, 1990 as quoted in Maguire, 2005, p.l). Furthermore higher education

institutions seeking to attract adult students on a global basis are using online distance

education as a way to partner with corporations, offering working adults an opportunity

to complete post-secondary degrees without leaving their work and family

responsibilities behind.

Managing Learner Expectations.

It is well known throughout the literature on distance education that online students

typically tend to be older in age, have spent more hours in school, earning more degrees

and with higher grade scores than their counterparts who have attended traditional face-

to-face classes (Gibson & Graff, 1992, Thompson, 1998, Howell, Williams & Lindsay,

2003). The average online learner has been found to have more "life and academic

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experiences", rendering them better equipped for the independent, self-directed study

important for successful learning via distance education. (Diaz, 2002).

However, for the novice online student the first time experience can prove

intimidating. Simply by its very nature online education tends to isolate the students more

than if they were to attend a class (Harasim, Hiltz et al, 1995; Paloff & Pratt, 2003).

Students, who are otherwise accustomed to listening to lectures and taking notes to cover

much of the required material, are unprepared for the amount of reading and self-

discipline required for an online course, and consequently find the workload heavy and

the pace, intense. In addition, communication is predominantly, if not always, written via

email or chat and takes some getting used to. Writing skills may or may not be honed and

the documentation of one's ideas for all time and to a relatively unknown audience is

sometimes intimidating (Harasim, Hiltz et al, 1995; Palloff & Pratt, 1999; Hiltz & Shea,

2005). Furthermore, lack of immediate feedback or response to messages from faculty,

peers or support functions, can be discouraging and make the student feel isolated

(Harasim, Hiltz et al, 1995; Badger, 2000; Paloff & Pratt, 2003). Add to this the

possibility of technical glitches with hardware or software, unexpected delays from

learning systems that are unpredictable or difficult to decipher and you have an

environment that can be over whelming for anyone trying to study online, let alone the

novice online participant (Bischoff, 2000; Brewer, Jong & Stout, 2001).

Students who have never taken an online course often have the impression that they

will have more time do their work, or that the course will be easier and that the computer

screen will merely replace the teacher in class (Hillstock, 2005). Once they realize that

online courses require more time, collaboration and personal involvement in the learning

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process, they may opt to discontinue the course. These students will drop the course

because it does not meet their learner style expectations, not because of the quality of

information and skills that can be learned (Diaz, 2002; Hillstock, 2005). In fact taking

the students' learning style into consideration and demonstrating self-regulating learning

practices will always result in a better quality education whether online or in an in-class

environment. This is where faculty coaching and support to be able to identify learner

preferences in a hybrid or online environment will contribute towards positive

experiences for both the teacher and student.

The results of the 2006 E-learning Benchmarking Project sponsored by the

Australian Government Department of Education, Science and Training, showed that

positive experience with an online course builds confidence for participation in online

courses in the future. Ivers, Lee and Carter-Wells (2005) in their study on Students'

Attitudes and Perceptions of Online Instruction provide examples of how the quality of a

students' prior experience with technology, online interaction with peers and teachers and

support received from their institution encouraged or hindered their motivation to learn

online.

"Findings indicate the need to provide a stable and supportive learning environment in order for students to have a positive attitude toward online learning. Positive attitudes and perceptions promote retention and learning achievement." (p. 15)

Academic institutions can increase the likelihood of students having a positive online

experience, by helping them prepare for the differences between learning online and in

face-to-face classes. A pre-test or self-assessment can alert the student as to whether they

possess the learning preferences and skills and that are typically associated with

successful online learning. Where there is a gap coaching on meta-cognitive strategies

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will help to support the students' need to be independent learners and promote the change

in mindset required to apply self-regulated practices (Harasim, Hiltz et al, 1995; Paloff &

Pratt, 2001; Piskurich, 2004; White & Baker, 2004; Garrison & Vaughan, 2008). And

orientation on course management systems and training on software applications can help

towards increasing student confidence with technology and reduce the possibilities of

communication breakdowns during the course.

Students who are uncomfortable with change however, will still find the new learning

environment difficult and choose to discontinue participation (Brewer, DeJonge & Stout,

2001; Hillstock, 2005). Faculty can contribute significantly to the making students more

comfortable with online learning through introductory sessions that give an overview of

objectives of the course, outline the activities to be completed, perhaps demonstrating

one, allow for testing of the technology and a chance for students to meet (Harasim, Hiltz

et al, 1995; Paloff & Pratt, 2001; Garrison & Vaughan, 2008). With the hybrid

configurations students often have the chance to meet face-to-face for the first class or

orientation period and during the term. A face-to-face introductory session is not always

possible for the 100% online courses depending on geographic restrictions.

Student Interaction.

In Making the Most of College: Students Speak their Minds (2001) a ten year

study of college students by Richard Light highlights that in addition to enjoying the

diversity of the college campus, the interaction with teachers and learning outside of the

classroom, students preferred structured courses, working in team environments, and

developing their own projects. Contact between students, their peers and faculty is seen

as key for motivation and an essential support mechanism in achieving educational

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objectives The use of technology and interactive web-based activities in online courses

can offer an environment in which students "engage with the material and learn by doing,

refining their understanding as they build new knowledge" (Smart & Cappel, 2006, p.

202).

A great benefit for students who participate in online distance education classes is

that the usual back and forth rapid discussions evident in the face-to-face classroom are

replaced with a slower, more reflective online interaction. This can result in a dialogue

that is deeper in meaning. Given the time, students can think before they write. When

they communicate online they challenge ideas, seek clarification or try to convey their

own interpretation of a concept in writing. This practice of writing invites a certain

discipline to thinking through one's thoughts (Feenberg, 1999) and the quality of

communication through correspondence is enhanced. Depending on faculty/student

preferences, there is also the benefit of having other students respond, helping to build the

online community and individual student confidence. In addition, students who might not

be able to express their ideas easily in a classroom setting, might be likely to participate

more actively during the online communications. In this way interactivity is increased

and students and their peers and faculty have the opportunity to connect more frequently

than only the more vocal participants often evident in an in-class environment.

The philosophy that humans do not learn well in a vacuum has historically been

supported by many learning theorists. John Dewey's (1966) recognition of the "value of

the individual experience" in "collaboration with others" (Conrad & Donaldson, 2004,

p.4) in order to create meaning was also applied by Malcolm Knowles (1980) in his

concept of andragogy and Vygotsky (1981, as referenced by Conrad & Donaldson, 2004)

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in the "zone of proximal development". Both stress the optimization of the individual

learning process by interacting with and/or being challenged by others.

The opportunity to engage with others is even more present in the hybrid or blended

versions of online distance education where increased intimacy and trust levels achieved

through online discussions can spill over to the face-to-face sessions that can make up 25-

50% of the class schedule (Rovai & Jordan, 2004).

Interaction in online environments requires different skills that do not always come

naturally especially after many years of being a more passive participant in the

classroom, absorbing the information presented by the teacher. Sitting back and waiting

to be provided all the information is an ineffective strategy for learning in virtual

environments. Studying online requires students to be comfortable with independent

reflective practices while reaching out and collaborating with their peers and instructor in

a computer mediated environment (Palloff & Pratt, 2003; Piskurich, 2004; White &

Baker, 2004). This is a shift in roles which many students find difficult to accept (Palloff

& Pratt, 2007). Therefore academic institutions need to provide support mechanisms to

orient students to the "new rules". They need to create opportunities to help them adjust

to the online environment thereby increasing their probability of success (Ives, Lee &

Carter-Wells, 2005).

Issues for Faculty

"The 'naturalness' of change is not always an easy concept for individuals to accept. There is something very attractive and reassuring about stability and continuity. ...Regularity may at times be rather tedious, but it has an appealing side. Many people, when faced with the prospect of change, particularly if it involves a major readjustment, will try to cling on to the familiar and the predictable." (Oliver, 1996, p. 3)

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Research over the past three decades exhibits a pendulum phenomenon regarding the

perceptions of faculty towards distance education. In the mid-nineteen-nineties, Olcott

and Wright (1995) ascertained that faculty members appeared reluctant to participate in

distance education. The National Distance Education Instruction by Postsecondary

Faculty and Staff Report of 1998, showed that all faculty surveyed agreed that "personal

interaction is crucial to the learning process," but they did not agree as to whether

computer mediated personal interaction was as effective as face-to-face interaction.

In 1999, Inman, Kerwin & Mayes found that while faculty were willing to teach an

online class, they rated those courses as "equal or lower in quality than traditional courses

taught on campus" (Hannay & Newvine, 2006, p3). Research by Jones, Lindner et al

(2002) showed that a high percentage of teachers (85%) were not "philosophically

opposed to distance education" and that experience with teaching online improves the

perception of online distance education (NEA 2000 Survey of Traditional and Distance

Learning Higher Education Members). Two years later, Giannoni and Tesone (2003)

referred to the existence of disparity in academia regarding the perception of distance

education being "second class" identifying the reason for this lower ranking as largely

due to the lack of available "interpersonal contact" (Seay, Rudolph & Chamberlain, 2001;

Schifter, 2002).

Are Hybrid Courses the Answer?

If face-to-face interaction is important for faculty and a higher quality of

education, yet students continue to press for more flexible access to education and will

select academic institutions largely on this basis, then a "compromise" might be a good

alternative.

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Hybrid or blended courses defined as "courses in which a significant portion of the

learning activities have been moved online, and time traditionally spent in the classroom

is reduced but not eliminated" (Garnham & Kaleta, 2002, p.l) is an attempt at taking the

"the best of both worlds" to create flexible yet active independent learning, while

reducing required class "seat time" (Garnham & Kaleta, 2002; Young 2002; Oblinger &

Hawkins, 2005). The hybrid model is not a "pure" version of online education facilitating

learning "anytime-anywhere" (Keegan, 1996) - since learners must be in the vicinity of

the institution in order to engage in the face-to-face component. However it has become

quite popular because it draws from the strengths of both face-to-face and online learning

environments (Skill & Young, 2003; Woods, Baker & Hopper, 2004; Garrison &

Vaughn, 2008).

The American Teachers Federation's (AFT) Technology Review (2003) summarizing

a number of scholars who have conducted research and written on hybrid online courses,

indicates that faculty tend to be more open to online distance education in a hybrid or

blended format. The opportunity to balance face-to-face student interaction and

collaborative work with critical thinking prompted by advanced technical tools and

online instructional techniques addresses their need for quality content and personal

contact. Reports on Technology and Student Success in Higher Education: Faculty's

Perception of Technology and Student Success (2006) issued by McGraw-Hill Education

and McGraw-Hill Ryerson for the USA and Canada respectively also support this.

Mossavar-Rahmani and Larson-Daugherty in their article Supporting the Hybrid

Learning Model: A New Proposition (2007) tell us that students also benefit greatly from

hybrid online programs due to the scaffolding of learning activities and communication

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available both online and face-to-face. Time spent online is counterbalanced with time

spent face-to-face and students can exploit a broad range of mediums with which to

communicate and develop collaborative relationships and gain confidence in their ability

to express their ideas. Hybrid versions of distance education present the faculty member

or instructor with options to encourage student-to-student interaction (one on one),

student-to-teacher interaction and group interactions, while strengthening written and

communication skills (Garnham & Kaleta, 2002; AFT 2003; Woods, Baker & Hopper,

2004).

Changing Roles.

For an institution to even consider taking on a change initiative such as incorporating

online distance education into their program offering, participating faculty need to be

willing to re-examine how they teach. Online courses require a shifting of roles, even at

times, a shifting of personalities for both the teacher and the student (Palloff & Pratt,

2001; Hillstock, 2005). Delivering an effective hybrid on 100% online course is very

different from delivering a course in a face-to-face in class environment, especially if the

classic lecture method is the instructional strategy of choice, followed by discussion and

multiple choice tests. (It is even arguable that this method is less than desirable for the

traditional, face-to-face mode of instruction.)

Palloff & Pratt (1999, 2001) and Meyer (2002) speak about the importance of

"engaged learning" or constructivism for online distance education. Hilton in his 2006

article The Future of Higher Education: Sunrise or the Perfect Storm (p.4) reminds us

that:

"The difference between information and knowledge is subtle but important. Knowledge is what you do with information.

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Knowledge is how you make meaning out of information. And, usually, you gain knowledge through an interactive process—by interacting with someone or by doing some critical analysis or further exploration of the information. Achieving knowledge requires a much richer and more complicated environment than that required

for accessing information."

Encouraging student participation in creating knowledge is beneficial regardless of the

environment in which the learning takes place. The mere transference of course reading

material or slides to a web-site does not constitute quality instructional design for an

effective online course, just as reading to a class from a text without constructive

discussion groups or exercises does not constitute the most effective classroom technique

in traditional environments. An engaged learning process emphasizes student-centered

learning with the students and instructor working together to build knowledge (Conrad &

Donaldson, 2004).

Instructional Strategy.

A student's learning strategy is driven mostly by evaluation. If the evaluation is

recall-dependent, students will only "surface-learn". In order to encourage students to

engage in "deeper learning", faculty need to integrate collaborative activities and

exercises in the course design (Garrison & Vaughan, 2008). However, if students are not

given the opportunity to reflect and construct their own meaning because there are

overwhelmed with too many activities and group-work assignments to complete and text

to read, a lower level of learning or complete withdrawal occurs. The challenge for

faculty lies in their ability to create just enough activities that encourage online

interaction and "engages" the learners to participate in the online community.

"It is one thing to facilitate collaborative learning in a traditional, face-to-face classroom setting, but quite another to do so over thousands of miles that span several time zones and cultures. In this context,

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the learning community exercises some special qualities" (Irwin & Berge, 2006, p.4)

Faculty Training and Support.

Peer coaching by online experts or the availability of an instructional designer or

mentors who can recommend various design options, activities and learning objects, act

as a sounding board for faculty (Chuang, Thompson & Schmidt, 2003). For instance, the

hybrid online courses, present the opportunity to complement in-class topic introductions

with interactive assignments or research conducted online (Garrison & Vaughan; 2008).

However if faculty create an imbalance (e.g. too much text and not enough opportunity

for discourse) for the online portion intended to support the in-class exercise, the result

will only be "deep reading" of the text as opposed to deeper understanding of the

concepts.

In their book Distance Learning: Principles of Effective Design, Delivery and

Evaluation, Mehrotra, Hollister and McGahey (2001) underscore the importance of

training and support for faculty and staff providing online instruction as a key component

for the success of any distance program. They state that conversion or supplementation of

distance courses or materials will require time for proper development and suggest that

administrators allow for reduced teaching loads for implementers, at least initially, to

ease their learning curve of technology, software and reinforce good instructional

practices which are critical regardless of the mode of knowledge communication.

"Teachers can only create a supportive, creative environment if they are given the tools and time to develop meaningful materials and activities,

as well as learn how to teach online". (Porter, 2004, p. 15)

Howell, Williams and Lindsay (2003) in their publication, Thirty-Two Trends

Affecting Distance Education: An Informed Foundation for Strategic Planning, argue that

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the need for faculty development, support and training in the use and application of

technology is not only growing, but recent surveys have rated it fifth in the overall

"strategic concern" by educational administrations. Although funding is sometimes made

available for training and course development, the time required to properly design,

develop and implement a successful online distance education class is not always

available.

Initiatives such as Project Merlot (Multimedia Educational Resource for Learning and

Online Teaching) is an effort to try and provide instructors and faculty members with

quality instructional materials and help to avoid re-inventing the wheel. Online mentoring

programs for online faculty, although not widely promoted to date, are being created

allowing for online discussion forums regarding online class management issues,

motivation and assessment issues, etc.

Other possibilities for teacher training and coaching include peer mentoring or the

assignment of an instructional designer who can help faculty select the appropriate tools

to achieve their objectives (Chuang, Thompson & Schmidt, 2003). Regardless of the

support, faculty still need time to re-examine course objectives and devise new methods

to demonstrate course content.

Student Expectations and Time Management.

Students participating in online distance courses expect to have access to faculty 24

hours a day, 7 days a week to obtain feedback and assistance with assignments (Hillstock,

2005). Teacher access is cited by online students as very important in reducing their

feeling of isolation. But unless expectations are set upfront, the number of times that

students may contact their teacher goes well beyond the typical "office hours" of the

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traditional in-class instructor. It is not unreasonable that students expect to be able to

contact faculty outside of posted office hours to review drafts of work, answer questions,

give guidance, or simply exchange ideas. The online design of the course encourages

more frequent interaction (Howell, Williams & Lindsay, 2003). However, faculty new to

online instructional techniques tend to get caught up with "staying online" so as to not

desert their students. The predicament lies in re-setting students' expectations for access.

Faculty need to be coached on time management and setting limits for when

communication with students can occur. And in turn, faculty need to guide their student's

expectations of their accessibility right from the start and set firm "office hours" and

email communication protocols.

Class Size and Faculty Efficacy.

We saw earlier that class size can affect the pace and quality of communication in

hybrid and 100% online courses between faculty and students. In addition, large online

classes also create limitations for student evaluation methods because of the impact on

faculty workload. When student enrollment is too great, standard testing methodologies

(e.g. multiple choice or short answer essay) are often used versus projects or assignments

that allow for higher levels of learning (e.g. constructivist) (Conrad & Donaldson, 2004).

Research has shown that for distance education programs to work effectively the

teacher/student ratio must actually be less than that currently seen in traditional face-to-

face classrooms (Arbaugh, 2000 as referenced in Ladyshewsky, 2004).

The 2000 National Education Association survey of Traditional and Distance

Learning in Higher Education Members noted that decisions about class size for online

courses should take into account the amount of time required both to prepare and update

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the online courses as well as the ongoing personal interaction between faculty and

students and students with their peers. The flexibility of "anytime and anywhere"

education brings with it an expectation that teachers and classmates are accessible

"anytime and anywhere". Although this is one of the key attractions of online learning, it

sets no limits on the breadth of communication that is exchanged and places additional

demand on faculty. Hybrid online courses present an additional challenge with alternating

face-to-face and online instruction. Any decision about class size should take into

consideration the quality of education for students, departmental requirements, faculty

workload and experience, the institution's technical infrastructure and capacity for

support. Adequately addressing this issue can help eliminate one of the identified

concerns by faculty expressing reluctance to adopt online courses because of the impact

class size can have on the quality of the education for their students and on their own

workload.

Authentication and Assessment.

We saw earlier that authentication of work is a concern for administrators.

Faculty also struggle with "authenticity issues" when faced with the challenge of

validating student work. There are a number of ways in which students can cheat on

online examinations including recruiting another student to complete the test with them

or engaging others not enrolled in the specific course (Colwell & Jenks, 2005). Contrary

to examinations for traditional face-to-face courses that are administered on campus at a

certain time and place, online assessments are often administered over an extended period

consistent with "anytime, anyplace" philosophy of online learning. Unless students

actually come on campus to write their exams (online or in paper form), "current

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authentication techniques" are not sophisticated enough to verify that the person taking

the exam is in fact who they say they are. Nor is it possible to accurately determine

whether or not a student has completed an assignment or research paper. These types of

issues press administrators and faculty to revisit current assessment practices and

policies. But they should not be considered as arguments against the effectiveness of

online distance education. Traditional in-class evaluation methods are plagued with

similar issues. It is just good practice to vary the class assignments, topics for papers and

discussion points and examinations. Assistance with different online evaluation

techniques and class size limits will contribute to faculty achieving their instructional

objectives online.

Technology and Social Structure.

When discussing issues that influence the values and beliefs held by faculty on

online environments, the presence and use of technology on social structure should not be

forgotten. The introduction of different types of technology changes not only the way in

which an institution operates digitally, but also how its community interacts on a social

level (Connolly, 2005; Irwin & Berge, 2006).

Those that embrace the use of technology typically secure increased access to

information and an (albeit informal) change in their status occurs as a result. On a formal

and organizational level, those that are more adept in the use of technology and digital

communication tend to be "in the know". And depending on the institution's culture and

the advocacy by administrators for or against online education, may receive recognition

as "leaders" or trend setters. Furthermore, faculty interested in collaborating with their

peers, internally and externally with other institutions, can use their online skills to

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exchange best practices and showcase their expertise (Dooley & Murphrey, 2000). They

would be privy to information that others might not receive.

The research tells us that faculty and administrators at post-secondary institutions are

motivated both intrinsically and extrinsically (Maguire, 2005). Personal motivation to use

technology (Betts, 1998; Lee, 2001; Rockwell, et al, 1999; Schifter, 2000), perceiving

teaching via distance learning as an intellectual challenge and contribution to overall job

satisfaction (Betts, 1998; Schifter, 2000) are sited as some of the intrinsic motivators in

the research. External incentives are listed as tenure and promotion along with peer

support and recognition.

On one hand the use of technology presents opportunities to strengthen social

interaction and the exchange of expertise. On the other hand it is can also be seen as a

threat to the old order of importance and hierarchy. The requirement for different

knowledge and skills to optimize the use of technology in online courses causes a shift in

authority "challenging some to grow and causing others to drop out or fall back"

(Connolly, 2005, p. 5). Anyone who has taken an online "text" course will attest to the

difference a well thought out lesson plan with interactive software can make relative to

maintaining student interest levels. (Brown & Voltz, 2005). It is no wonder that those

who benefit from the recognition associated with the use of technology continue to try

and integrate more and more sophisticated applications creating a greater rift between

themselves and non-participants.

On another level, the social interaction between students and students and teacher is

altered. Firstly, students often indicate that communication with faculty is improved. The

expectation for accelerated response time and feedback is heightened. Students feel that

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faculty are more "present" because they can send them an email 24/7 and most of the

time receive a relatively quick response. Secondly, reserved students who might

otherwise not speak up in class, may feel more inclined to share their viewpoint in the

online environments.

The results of a longitudinal study on Faculty Perceptions of Technology and Student

Success in Higher Education, published by McGraw-Hill (surveying faculty in both the

USA and Canada) showed faculty's acknowledgment of the importance of technology in

education jump from 22% in 1999 to 57% in 2003 and holding at 54% in 2006. The

2006 data also showed, almost two-thirds of the faculty surveyed considered themselves

as "enthusiastic" or "self-sufficient" in the use of technology.

Faculty may be very confident in their ability to deliver a course online, but when

technology breaks down during or before an online course, class is essentially

"cancelled". Then what? Effective distance education programs or courses involve a

"complex array of infrastructures and personnel" (Lockee, Moore & Burton, 2002).

Organizational, technical and instructional issues are interdependent and if one of these is

weak, the others are affected. The quality and degree of support and maintenance for

technology has an impact on faculty's ability to deliver quality online courses (Willis,

1993). Faculty and students expect technology to "work". Dissatisfaction with the level

of support necessary for proper functioning of technology (hardware and software) will

influence their desire to use technology in the future (McGraw-Hill, 2006)

Summary

We cannot ignore that the environment in which post-secondary education operates is

in itself changing. In the past colleges and universities did not have to compete with

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corporations or online institutions for knowledgeable faculty. Student enrollment levels

that would support justification for funding were manageable. Accreditation for the

providers of educational opportunities is no longer restricted to the traditional universities

and colleges and the competition for student enrollment is fierce. Not only are post-

secondary institutions vying for the same population, but training through partnerships

between academia and business and degrees offered online by accredited online

institutions are considered attractive alternatives to attending class on campus.

While the competition amongst institutions and organizations has never been higher, the

"the demand for higher education has never been greater...neither has.. .the pressure for

change" (Larson & Strehle, 2001, p.54).

Historically educators have learned that the "personal costs of trying new innovations

are often high.. .and seldom is there any indication that innovations are worth the

investment" (House, 1974 as quoted by Fullan, 1991, p.23). Even though "innovations"

in the past were not comparable in the level of sophistication and capability of the

technology available to online distance education facilitators today, the stigma of great

promises for advancement that was never achieved still remains. This makes it all the

more difficult for institutions to examine the potential for online distance education

without bias and reinforces the decision to preserve the status quo (Rogers, 1995; Rogers,

2003).

Building it Doesn't Mean it Will Work.

Despite knowing what does or doesn't work and the systems and mechanisms that

need to be in place to operate effective online distance education programs,

administrators and faculty still need to be wary of the "simple solution". Installing

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technology and/or creating services that are touted as necessary to sustain high quality

models of online teaching and learning does not automatically ensure that the adoption of

innovation will be successful (Paloff & Pratt, 2001; MacDonald & Thompson, 2005). In

fact it does not even guarantee that the innovation will be sustained if the members of an

institution do not "unfreeze" (Kent, 2004) and change their beliefs.

The purpose of this study is not to create a case for or against hybrid/blended or

100% online distance education. Nor do I intend to generate an all inclusive collection of

"Do's and Don'ts" for the implementation of innovation in education. Many more

qualified than have already achieved this - and several are cited throughout this work. I

merely hope to trigger constructive dialogue and evaluation and challenge those who are

faced with decisions about the adoption of online learning to critically examine the

opportunities and implications before drawing overly cautious or optimistic conclusions.

Access to real, differentiated and pragmatic information about issues and

possibilities related to online learning initiatives, helps members of educational

institutions make well informed strategic decisions as opposed to responding to fear.

By understanding the requirements for effective online education models, and examining

the values and beliefs of the members who will ultimately be "living the change" relative

to these requirements, an institution can determine their "capacity for implementing an

innovation" (Owston, 2003, pi29). Without sufficient capacity, effective change is not

possible and initiatives end up draining the system they were intended to support

(Robinson, 2001; Owston, 2003).

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CHAPTER 2

Procedure

Choosing a Qualitative Research Strategy

"Research in education is a disciplined attempt to address questions or solve

problems through the collection and analysis of primary data for the purpose of

description, explanation, generalization and prediction." (Anderson, 2002, p6)

Given a problem to solve or question to answer, the educational researcher has

different approaches from which to choose depending on the research problem to be

addressed.

Originally research in education was focused on answering specific questions

with quantitative data. Over time qualitative research practices from Sociology,

Anthropology and Psychology began to present opportunities for in depth analysis where

statistical methods alone would not be sufficient to "investigate topics in all their

complexity, in context" and to "understand(ing) behavior from the subject's own frame

of reference" (Bogden & Biklen, 2003, p2). Qualitative research not only provides

detailed information about the subject under study in its natural setting but it also presents

the opportunity to investigate and describe interactions between subject and other parties

or systems (Cresswell, 2003). Researchers gather "soft" data (e.g. descriptions of people,

places and conversations), in an attempt to answer broad and general questions about

situations where relatively little is known or needs further clarification (Bogden &

Biklen, 2003, p2).

The most "deliberate" aspect of this type of research is the site and number of

individuals which are purposefully selected so that the researcher can better understand

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the central phenomenon around which the study takes place and describe the

themes/issues that surface (Anderson, 2002; Creswell, 2005). Since the qualitative

researcher does not know the specific variables, he/she needs to first explore the central

phenomenon (i.e. process, concept) in order to interpret the meaning of the processes and

the inherent changes that lead to the outcomes (Gillham, 2000).

To date both qualitative and quantitative research methods, when executed with

rigor and respecting ethical limits, are accepted as viable approaches in answering the

questions/problems in the field of education. In fact many times the techniques typically

used to gather and analyze data from one research method are used to round out and

support techniques typically used in the other

"This distinction between quantitative and qualitative methods is a matter of emphasis - for both are mixtures. In each ethnographic or naturalistic or phenomenological or hermeneutic or holistic study (i.e. in each qualitative study), enumeration and recognition of differences-in-amount have prominent places. And in each statistical survey and controlled experiment (i.e. each quantitative study), natural-language description and researcher interpretation are important." (Stake, 1995, p36)

Choosing Case Study.

John Dewey taught us that "the ultimate aim of research is the study of human

experience" (Wood, 2000, p.l) and, although "stories" about the realities of teaching are

not always accepted as scientific, they do describe complexities of teaching and offer

"experiential understanding" which other data alone can only assume (Shank, 2002;

Stake, 1995).

The literature tells us that the application of case study as a qualitative research

strategy is very effective for describing real life experiences and examining complex

issues while placing emphasis on a limited number of events, issues, programs, etc.,

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within contexts that can contribute and/or build on existing research (Bassey, 1999;

Clandinin & Connelly, 2000; Gillham, 2000; Yin, 2003; Yin, 2004; Creswell, 2005).

John Dewey felt that by understanding individual history and past experiences we

contribute to future experiences (Berube, 2000). Researchers from many disciplines use

the case study method for different purposes including to

a) produce new, build upon or dispute or challenge existing theories,

b) provide an explanation or a basis for solutions to situations and

c) explore or describe objects or phenomenon.

Case studies are a way of reporting individual experience and human interaction.

They present investigators/researchers with the opportunity to answer pertinent questions

and create learning that can be applied to future actions. Participants and audiences

outside of the study also benefit from the information presented and can reflect and draw

their own conclusions (Clandinin & Connelly, 2000).

To ensure that the parameters of the research methodology were clear and

consistently applied throughout this research effort, I reviewed several texts and articles

on the meaning of case and case study. In doing so I found that respected researchers and

educators in the fields of sociology, anthropology, psychology, medicine, law and

education are very careful when they define what 'case study' or even 'the case' entails.

This leaves room for different interpretations depending on background and experience

of the author (Bassey, 1999, p35). So for the purpose of clarity and direction for this

research effort, I have chosen the definition of "case study" as proposed by Robert K. Yin

and Bill Gillham. By scaffolding the definitions outlined by these respected educational

researchers who are recognized for their work with qualitative case studies, I am able to

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more specifically delineate the parameters of the research methodology (i.e. selection of

the case, access to data and data collection) and what this work can achieve/deliver (i.e.,

data analysis, reporting and contribution to the field).

According to Robert K. Yin,

"Case study research...is appropriate when investigators desire to a) define topics broadly not narrowly, b) cover contextual conditions and not just the phenomenon of study, and c) rely on multiple and not singular sources of evidence" to attempt to answer

questions of "how and why" (Yin, 1993, pxi).

Gillham (2000, pi) takes this further and states that "case study" is the

investigation of a case where case is defined by

"a unit of human activity (such as an individual or group, institution or community) embedded in the real world; which can only be studied or understood in context; which exists in the here and now; that merges in with its context so that precise boundaries are difficult to draw".

The intent of the case study is to answer specific research questions about the unit of

activity, applying different sources and types of evidence inherent in the setting of the

case without necessarily having a "priori (of) theoretical notions" at the outset of the

investigation. This differs from other research strategies in that the phenomenon or

activity under investigation is studied in its context with a variety of variables present.

There is no isolation or attempt to control variables as we see with experiments or

surveys. The questions themselves become more clearly defined through the data

collection process as evidence from the case setting is abstracted and collated to obtain

the best possible answers to the research question(s) (Gillham, 2000).

The case study strategy requires discipline in not only staying focused on the

topic of research, but also being skilled in good interviewing practices (including

listening while being sensitive to bias), project management (including organization of

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record keeping) and flexibility to deal with unexpected and unplanned discoveries (Yin,

1984). The ability to optimize the advantages offered by this method of research and

address the challenges is what lends credibility and value to case study work.

Advantages and challenges of the case study approach. The following table summarizes

the advantages of this approach for the research effort and explains how the features of

the case study method were optimized.

Table 2-1 Advantages using Case Study Approach

Advantages

Data is "strong in reality" - "the case study allows an investigation to retain the holistic and meaningful characteristics of real-life events - such as individual life cycles, organizational and managerial processes...." (Yin, 1984, pi 4).

Case studies can represent different perspectives or sides to a situation. Information captured through a variety of sources can substantiate alternate interpretations. At the same time the opportunity to question and challenge these interpretations increases the potential for understanding by different audiences.

Begin in "action" and contribute to it (Yin, 1984).

Optimization of Approach

Observing the "work sessions" between the student intern and faculty members developing their lesson plans and reflecting on what they would need to do differently in the new environment as opposed to hearing about it afterwards presents the most robust form of data collection for this study.

Debriefing sessions with VHP administrators and faculty members presented the opportunity to cross-verify observations and validate interpretations.

The role of participant observer by definition presents the opportunity to "contribute" to the research environment. Especially if the participants of the research invite you to work with them in their setting and see first hand both their concerns and their satisfaction.

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Advantages

Data can be maintained in an archive for future re-interpretation

Case study research is unique with a capacity to "understand complexity in particular contexts" (Simons, 1996 as quoted by Bassey, 1999, p.36)

Case study approach allows for flexibility when there is a need to shift focus based on themes that arise during data collection and analysis.

Optimization of Approach

The filing and recording of the data as well as the survey presentations, summaries and final reports are available for review at any time. In fact creating a storyline allowed me to revisit the events of the pilot project as if they were yesterday but through different eyes. "Feeling" the pressure and worries of the VHP participants as they worked towards the launch date, given certain restrictions and balancing all other responsibilities gave direct insights to the complexity of what faculty experienced in the development of the hybrid online courses. The plan for each of the work sessions with faculty depended on progress made during previous sessions and/or the issues/challenges that had arisen in the mean time. Action plans were agreed to but often needed to be altered to adjust to changing needs.

Just as with any research strategy, the investigation of a case in its context raises

questions, which left unaddressed, can challenge the value and credibility of the resulting

case study. Table 2 -2 entitled Issues/Challenges in the Case Study Approach that follows

identifies the potential hurdles encountered when applying the case study method to

research. The manner in which these hurdles are addressed can either contribute to the

reliability and validity of the case, or weaken its position as a credible source of data

towards the field of research

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Table 2-2 Issues/Challenges in Case Study Approach

Issues/Challenges

Case studies should only be used in an exploratory capacity.

The ability for the investigator/researcher to remain objective especially during the participative observation aspect of data collection. For the audience or the "receiver" of the case study the question or reliability and interpretation is always evident.

Difficulty of generalizing from a single case - a small number of cases are. unlikely to offer grounds for establishing reliability or widely applicable findings

Addressing The Challenge

The case study approach lends itself well to clarifying and improving the understanding of educational action(s). At the same time it allows for "feedback of information which can guide revision and refinement of action" (Stenhouse, 1985 as quoted by Bassey, 1999, p.28). This ability to constantly adjust the focus is often argued to be a weakness of the research strategy. When ironically it is the adaptability of the method that allows the researcher to get close to events with potential for deeper insights.

"The product of a good case study is 'insight'..." (Gerring, 2007, p7) It can well be understood that the intense exposure that the investigator/researcher has to have in order to be able to surface issues/findings will possibly bias his/her interpretation of the case in its context. However the investigator has variety of tools to obtain data, which almost forces a self-audit. The investigator not only questions participants, but his/her own observations. In addition the availability of another party (such as the student intern) can challenge the "observer effect" otherwise experienced by the individual observer.

"the case study presents an opportunity for both unique and universal understanding" (Simons, 1996 as quoted by Bassey, 1999 p36). Previous research investigating the "real life experience" of online instruction have effectively used the case study approach to demonstrate the mechanics of the change process as a way to help prepare other organizations with similar ideals and objectives.

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Issues/Challenges

By the time case studies are published the experiences and lessons that they describe are most likely outdated or no longer an issue for the subjects or at the site around which the case study was developed.

Case studies are considered cumbersome to do for the researcher, because of the time commitment and disentanglement of data involved.

Capturing the data and representing it in a way that is inconsistent with the objective of the case study (e.g., evaluative, educational or action research)

Addressing The Challenge

Case study results relate directly to the common readers everyday experiences and facilitate an understanding of complex real-life situations. For example, the challenges of dealing with change are no less difficult for an individual or group because someone else has experienced a similar difficulty. However information about why some aspects worked and others didn't encourages alternative strategies and informed decision making. Yes, I can certainly attest to the fact that case studies can be complex because of multiple sources of data but also because there may be multiple cases within a study which involves a large amount of data analysis. However the great benefit of case study is that because it engages different sources of data, triangulation of findings is almost natural. And through the different sources of input further questions are generated which help to unravel the unit(s) under study. A data collection and categorizing plan helps to keep data in a manageable form and facilitates verification against original objectives. If as a result of new information the focus of the study needs to shift, the documented plan and existing data provide history to explain the change. In addition theoretical propositions provide a filter against which to check whether sufficient or insufficient data has been collected (Yin, 1984).

This is not to say that the case study approach to research is a superior or

exclusive strategy for conducting educational qualitative research. In fact, depending on

the situation any combination of a variety of strategies can be used to meet the

investigative objectives. However once investigators/researchers do decide to use the

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case study approach they need to outline their strategy (i.e. examine the propositions of

the study - theory related to the subject, determine the unit of analysis, "the case" -

whether single or multiple-cases, create a plan for data collection, including the protocol

for access to the setting/participants and establish a preliminary framework for analysis

and reporting of the data, including practices for validation and reliability of the

data/report).

Parameters of the Research

The Unit of Analysis - What is the Case?

Taking the case study approach to research is not possible without first answering

the question 'What is the case?' The inability on the part of the investigator/researcher to

answer this question will more than likely result in 'scope creep' or in layman's terms, a

study that has no limits and for which the focus expands beyond defined parameters. The

data collection process could result in gathering a deluge of information, from so many

perspectives, that it becomes unmanageable and limits the ability to generalize any

findings. It is for this reason that even with the inherent flexibility of the case study

approach, a sketch of the boundaries of the study should be established with the unit of

analysis identified at least tentatively (Yin, 1993)

Although the research methodology for single- or multiple-case designs is the

same (Yin, 1984), researchers need to decide which of these to apply. Single cases are

typically either "critical" (testing a recognized and accepted theory), or "extremely

unique" or revealing a phenomenon previously not accessible for

investigation/observation. They can be "holistic" - global or "embedded" -with logical

"sub-units". Multiple-case studies, on the other hand, are used when a study contains

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more than a single case and/or replication is the objective of the research. As is the case

with single-case studies, multiple-case studies can either be holistic or embedded.

The Case in Point.

This particular case study is a single-embedded study. The 'case' is the first year

of a pilot project to develop and implement hybrid online versions of general education

courses traditionally taught in a face-to-face, in class environment, at an English language

CEGEP. There are also "embedded" sub-units in the case which involve two members of

the administration that supported the VHP, the four faculty members willing to

participate and the feedback received from the students enrolled in the online courses

once they were launched.

Research Site and Participants:

This pilot project of hybrid online courses originally delivered in a face-to-face

environment, was purposefully selected because it would help to answer questions of

the "how" and "why" (Yin, 1993) of implementing an online program and "expand" the

understanding of the online teaching experience at the college level (Bogden & Biklen,

2003; Cresswell, 2005). The online initiative at Vanier College was selected for this

research effort because:

a) there were no other pilot projects of this type underway at the CEGEP level

b) accessibility - the pilot project administration was seeking assistance, contacts

had already been established and the campus was geographically well situated

minimizing travel expense.

c) Timing - work on the pilot project was just beginning.

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Permission and Access to Site and Sample.

Access to the VHP and introduction to the administrators participating in the

project was facilitated by Dr. R. Schmid and Dr. R. Bernard of Concordia University,

who had already established relationships at the college in support of an internship

assignment for the Educational Technology Department. After presenting my research

interests I was granted access as a "participant-observer" alongside the student intern

under the approval obtained through Concordia's SPF UH2004-034.

In compliance with Concordia's protocol for Research Involving Human Subjects, all

subjects of the research effort (e.g. pilot faculty, administration, student intern and other

VHP participants) were fully informed of the nature of my work, its objectives, scope and

potential value towards the field of online education in general. Those who were asked to

be part of the study were advised of their right to discontinue participating in the research

study at any time. Consent forms were created in conjunction with the student intern (in

order to avoid duplication), and approved by the researching University. (See

Appendix A - Consent Form for Vanier Staff to Participate in Research, Appendix B -

Consent Form for Vanier Faculty to Participate in Research and Appendix C - Consent

Form for Research Team Members to Participate in Research for examples).

Participants in the study.

Consistent with the strategy to improve graduation rates in the CEGEP's Career

and Technology department, faculty from the institution's General Education courses

(e.g. English, French, Humanities — GECs) were canvassed and one faculty member from

each of these departments was recruited. In addition one other faculty member from

Sociology brought the total to four members. The criteria used to select faculty were their

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department, personal interest and availability. Two out of the four recruited teachers had .

achieved tenure. Each of the four faculty members taught full course loads during the Fall

2005 and Winter 2006 semesters. They did not receive release time during either term to

work on or facilitate the hybrid online courses, but the number of students per class was

limited to 15 instead of the typical 35. Course design, development and implementation

were executed along with their regular teaching responsibilities. Faculty had intellectual

property rights over their course design and content. The hybrid online courses were

launched in January 2006.

For the purpose of protecting their identities pseudonyms are given to the

participants in the discussion that follows in Chapter 3. The two administrators most

closely involved in the VHP effort are sometimes referred to as "champions".

In addition because I am looking at the process of change and adoption of

innovation by the members of the institution themselves and not attempting to define

which courses are more suitable to online teaching and learning environments, the

association of faculty and their specific courses is purposefully not defined.

Compensation

Online distance education initiatives are known to be costly and administrators had to

demonstrate that effective online models could be developed with minimum investment

and strain on resources (including technology). As such the VHP was initiated with a

budget of $12,000, most of which was spent on laptop computers for the participating

faculty members who were also offered high speed internet connection at their

residences. Two printers were supplied to two of the faculty members who did not

already have one, and an additional $1500 was spent to pay for copies and royalties of

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films to be shown in one of the courses. Release time or additional financial

compensation was not available.

Support

For support, faculty members participating in the VHP had access to two

members of the CEGEP's administration, who were also the internal "champions" of the

project. Two members of the CEGEP's Library and Information Technology Center

(LITC) were assigned the role of "troubleshooter" for general computer issues and

software support. A resource from the CEGEP's library had agreed to work with the

teachers to design a research component for the students. A student intern from the

Educational Technology Department of Concordia University was engaged to work with

faculty and assist with the design of the hybrid online courses, depending on their needs

and availability. And finally, there was myself, a Masters student in Ed. Studies, and

Continuing Education instructor, who acted as participant-observer.

Table 2-3 Participants in the Pilot Project

Role/Title

Faculty

Admin/Champions

Tech Support **

Library Resource Other

Stages of the Pilot Project

Pilot Project Initiation

A B C D I II

L

Conceptualization and Design

A B C

j-)**

I II

Troubleshooter Troubleshooter

L Intern

Researcher

Implementation

A B *

D I II

Troubleshooter Troubleshooter

L Intern

Researcher

Debriefing

A B

D I II

Researcher * Insufficient enrollment for the course to continue ** Faculty member declined to be part of research during the Design Stage

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With respect to course design, VHP faculty members were given open reign to

create their hybrid online courses within the general requirements of the CEGEP's core

curriculum, with the caveat that they would incorporate two instructional components, a

library research component ( to be designed by the campus librarian) and a grammar

component, (to be developed by the teachers themselves). In addition faculty were to use

the already installed FirstClass® Client (a class management and communications tool)

and CAN-8® VirtuaLab™ (a language management module) for the delivery of the

courses.

Timeline

At the time of this writing the VHP will have completed its third academic year. This

case study focuses on the project during its first year or Phase I (see Table 2-4).

Faculty participating in the project were recruited in Spring of 2005. My involvement

in the project ran from October, 2005 through and including May 2006.

Table 2 - 4 Timeline o f my involvement in Phase I o f the Pilot Project

PHASE I - VANIER CEGEP HYBRID ONLINE PILOT PROJECT

CONCEPTUALIZATION and DESIGN

INTRODUCTION

Spring 2005

Decision to initiate VHP

Budget assigned

Summer 2005 Fall 2005 Laptops supplied to participating faculty Faculty develop Hybrid Online Courses

Introduction of Student Intern

Introduction of Researcher

LAUNCH and IMPLEMENTATION

Student Surveys conducted Results of Student Surveys Presented

DEBRIEF

Spring 2006

Completion of Courses in May

Lessons learned recorded

Presentation to Administration Final Survey Results

Faculty members recruited

Winter 2006

Courses launched in January

Courses are implemented

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Data Collection

Data for this research effort was collected through observations, including

participant-observations, semi-structured interviews, questionnaires, surveys,

documentation obtained from CEGEP personnel directly or via college web-site at

www.vaniercollege.qc.ca and debriefing sessions with the pilot project participants (i.e.

faculty and administrators) and the student intern.

Although debriefing sessions were held between myself and the student intern on

general pilot project developments and progress, we each maintained our own research

file and documentation, including personal observations, working logs and spreadsheets.

Therefore the following description of data collection and analysis techniques applies to

my own practices, except where they were jointly developed and administered such as

faculty questionnaires and student surveys. Semi-structured interviews were coordinated

with the student intern. Table 2-5 below summarizes the sources for the data.

Table 2-5 Summary of Data Sources and Tools

Source General Project Outline and Progress Schedule

Observation Template Appendix E

Working Log Appendix F

Description

Self-developed project plan with Action and Targets for Completion based on known parameters of pilot project. Modified bi-weekly or as changes occurred

Personal observations of meetings and group working sessions. Observations were recorded in a notebook, reviewed and then transcribed to either an Observation Form or Working Log

Notes on work sessions, project updates, personal reflections and questions

Timing Oct 2005 -May 2006

Oct 2005-May 2006

Oct 2005 -May 2006

Validation Working log and catalogue of data chronologically maintained in a hard copy binder and backed up electronically Follow up discussions with pilot project participants to seek clarification. Interviews to gain greater insight on aspects Catalogue of data, debriefing with pilot project participants, research supervisor

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Source

Semi-structured Interview Template Appendix G

Faculty Questionnaires Appendix H and Appendix I

Student Surveys Appendix J, K and L

Debriefing with Student Intern

Debriefing with Administration

Documentation

Debriefing Session with Faculty

"Member Check" with Faculty and Admin

Description

Interview schedules; some interviews recorded and transcribed, others documented with notes. Interview questions coordinated with student intern. Originating from surveys drawing from Concordia's CSLP Technology Implementation Questionnaire and Dr. Kristen Betts' (1998) survey on Factors that Motivate and Inhibit Faculty Participation in Online Distance Education. Questionnaires jointly developed and administered with the student intern. Three rounds (Rl, R2 & R3) of student surveys were developed and administered during the Implementation Stage of the pilot project (January, 2006 - May, 2006). Two rounds were paper based and one round was web-based. Surveys jointly developed and administered with the student intern.

Intermittent debriefing sessions were held following interviews, work sessions or meetings.

Update meetings were held with the hybrid online pilot project administrators.

Faculty lesson plans, web-site schematics, CEGEP Strategic Plan and Academic Success Plan, Academic Council Meeting minutes, MELS Strategic Plan 2000-2003, Pilot Project Proposal, college ethics policy, academic calendar, student admissions guide, campus layout, organizational charts and directories, etc. Debriefing session with three of the four participating faculty members to high light lessons learned, needs and future actions.

Met with three of the four faculty to review "the Case" as well as one Administrator. Second administrator was contacted via email with no response

Timing Oct 2005-

May2006

1st- Concept and Design Stage 2nd-

Implementation Stage

Feb, April and May 2006

Oct 2005 -May 2006

Oct 2005 -May 2007

Oct 2005 -May, 2006

End of the term May, 2006

May - August, 2008

Validation

Follow up discussions with pilot project participants

Follow up discussions with pilot project participants

Repeat certain questions to track changes in perception and capture trends

Follow up discussions with pilot project participants

Follow up discussions with pilot project participants

Follow up discussions with pilot project participants

Data from the session was immediately visible to faculty who could approve or disprove the outcome.

Faculty provided feedback on draft copy of the observations.

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Participant-Observation

In addition to pure observation, participative observation offers an important

source of practical knowledge and experience.

"The overpowering validity of observation is that it is the most direct way of obtaining data. It is not what people have written on the topic (what they intend to do or should do).... It is what they actually do..." (Gillham, 2000, p46)

In my role as participative observer I was able to make suggestions re: ways to

deliver the faculty members' ideas online. I was also able to get a close appreciation for

the challenges encountered by the pilot project faculty and their administrators in the

development and implementation of the courses.

For the majority of the meetings both the student intern and I were present. In

instances when one of us was not present, we felt it benefited the pilot project to bring the

other party up to speed on steps taken on the development of the courses and did so either

via email messages or telephone conversations.

The presence of the student intern during the work sessions, meetings and

interviews with pilot project faculty members and/or their administrators presented me

with the opportunity to step back and observe the "work" involved in revisiting

instructional strategies and dealing with what students need to do in the absence of the

teacher in order to learn. Clarification of intentions, expectations, perceived challenges

and issues was achieved either immediately following the work session/meeting or

interview or as part of the review at the start of the next session.

The ability to participate in the experience has obvious benefits for the research

strategy in terms of "real" data collection, however there is the concern about the

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influence, or "observer effect" (i.e. the verbal and non-verbal input) the researcher(s),

will have on the participants and in turn on the data collected (Gillham, 2000).

The participant-observation portion of the data collection process was only

"structured" to the extent that there were select times when I could meet with the pilot

project participants at their office on campus or pre-arranged meeting rooms, during three

pilot project debriefing sessions, the launch of the hybrid online pilot project courses, and

prior to the administration of Rounds 1 and 3 of the student surveys. I did not work with

them while at home reflecting on ideas in front of their computer. But we did exchange

email communications regarding suggestions for activities that students could use and

ways to apply technology. I was able to observe the first day of classes when faculty met

with students on campus when the hybrid online courses were launched. And I also

observed and acted as participant observer during sessions with the pilot project

administrators and/or meetings in their offices or conference room.

Observations were recorded in a notebook and then transcribed to either an

Observation Schedule or recorded in my personal Working Log after the working session

or meeting had ended. This allowed for further reflection and the development of

additional questions as a result of rereading the text. In addition it allowed for the

separation of action items that needed to be addressed either immediately or as part of a

follow-up work session. The intent of recording my observations and general comments

and questions in the same notebook as the actual design work, was to avoid distracting

the participants who might concentrate on what I was taken notes on as opposed to

working "in the moment".

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Work Sessions.

The work sessions during the conceptualization and design stage of the pilot

project could run from 2-4 hrs weekly per faculty member, every other week or once per

month depending on the needs and interest and the time available by pilot project faculty

and/or administration. Face-to-face work sessions during the implementation stage of the

pilot project were less frequent, but support continued with the help of teleconferences

and emails.

The plan for each work session depended on the status and progress of the pilot

project initiative, the aspects that were being explored and the issues/challenges that

arose (Bogden & Biklen, 2003; Creswell, 2005). Time spent with participating faculty

focused on reviewing progress, brainstorming new ideas, developing the lesson plan

further, and scheduling the next work session meeting. Notes were taken during all

sessions. In addition, dialogue was captured with an audio recording device to the extent

that was feasible given the logistics of the meeting area, the number of individuals in the

group and comfort level of those to be recorded. Audio recordings were transcribed as

they were heard and filed chronologically along with other communication and working

log data in research binders.

Semi-structured Interviews

A key aspect for the validation of case study research as well a method for

addressing criticism about researcher bias, is the collection of data using a variety of

techniques. To triangulate and validate the observations of participative interaction, semi-

structured interviews were conducted with faculty and administrators in the pilot project.

Starting with general objectives for the interview sessions and allowing for flexibility to

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focus on aspects and issues that were of concern/interest as expressed by each of the

interviewees, the semi-structured interviews helped to capture insights on the transition

from face-to-face instruction to online facilitation. The interview questions were created

based on observations and information obtained from previous work sessions and/or

interviews with the participants themselves, their pilot project colleagues, and/or

meetings with the pilot project administration. The duration of the interviews ranged

from 45 minutes to over an hour. Appointments were made in advance with the

interviewee typically receiving copies of the questions/objectives prior to the meetings. In

this manner they could plan their schedules accordingly and take time to reflect on their

answers prior to the interview session. On two occasions telephone interviews were held.

Faculty Questionnaires

In order to reinforce the observations and supplement the results of interviews

with faculty participating in the creation of the hybrid online course, two questionnaires

were administered to pilot project faculty members during the conceptualization and

design (see Appendix H — Hybrid/Blended Course Implementation Questionnaire — FR1)

, and implementation stages (see Appendix I - Hybrid/Blended Course Implementation

Questionnaire - FR2). The objective of these questionnaires was to gauge faculty's

comfort with the use of technology, capture perceptions of hybrid online teaching and

learning and track changes in these perceptions. Permission to administer the

questionnaires was covered under the consent forms which faculty signed. Faculty could

decline to complete the questionnaires at any time.

Ideas for questions were taken from parts of an existing questionnaire (Technology

Implementation Questionnaire - TIQ) currently in use by the Center for the Study of

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Learning and Performance (CSLP) of Concordia University. The attractiveness of the

CSLP questionnaire was that it had been used in other studies focusing on faculty

motivation and the use of technology.

In addition, components of Dr. Kristen Betts' 1998 study on Motivating and

Inhibiting Factors of Faculty Participation in Online Distance Education were used to

create a list of possible motivators and inhibitors for participation in online distance

education by CEGEP faculty. The inclusion of this aspect in the surveys was to further

qualify the opinions and attitudes that may have influenced their hybrid online teaching

experience.

The first of the questionnaires was administered to pilot project faculty members

while they were in the midst of the designing the hybrid online courses (November,

2005). The second questionnaire was administered towards the end of the implementation

stage (April 2006) in order to take a pulse of the "change" in perception that may or may

not have occurred.

Consistent with the TIQ format, both questionnaires included questions pertaining to

I. Self-Perception and Teaching Style and Preferences

II. Integrating use of Computer Technology in Current In-Class Environment

III. Views on Blended Learning

IV. Perceived Computer Technology Knowledge

The second questionnaire included the list of factors that would motivate and inhibit

faculty participation in online distance education, originating from Dr. Betts' 1998 study

but modified to reflect conditions that pertain more specifically to the CEGEP structure.

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Three of the four faculty members participating in the hybrid online pilot project

completed the first questionnaire and three completed the second. Only two of the faculty

members completed both questionnaires.

Surveys of Students in the Pilot Project Courses

To further evaluate pilot project progress and offer participating faculty feedback on

content and delivery of their hybrid online courses, three rounds of student surveys were

developed and administered during the implementation stage of the pilot project (January,

2006 - May, 2006). The basis for these surveys was also taken from the CSLP TIQ

questionnaire (see above) and contained four sections with an option for pilot project

faculty members to add their own course specific questions at the end (e.g., requesting

feedback on a specific activity or assignment from the class).

I. Information About the Student and Student Perceptions

II. Evaluation of the Course Design and Content

III. Evaluation of the Use of Technology and Technical Support

IV. General Comments of Likes and Dislikes of Content and Delivery

Additional Comments Specific to your Class

Prior to its administration, each survey was reviewed by the pilot project

participants to ensure their satisfaction with the content.

Students were given the option to decline participation without any negative

implications. Consent forms were made available prior to the completion of the surveys.

Surveys comprised of 70% multiple choice questions and 30% open-ended questions.

Surveys were administered to all three classes at the beginning of the term (Round

1), shortly after the mid-term examinations (Round 2) and at the end of the term (Round

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3). With myself and the student intern acting as administrators of the survey,

independent facilitation was possible, reinforcing confidentiality for the students. Two of

the surveys (Round 1 and 3) were paper based and administered during the on-campus

portion of the hybrid online courses. Students were handed the questionnaires during an

on-campus class and were asked to return them during the next class when either I or the

student intern would be available to collect them. This ensured that the students received

the questionnaires, but missed students who either did not attend the first class when

copies were distributed or the second, when they were collected. In an attempt to

facilitate the distribution and collection of the surveys, and consistent with the spirit of

online delivery, Round 2 of the questionnaires was made available electronically

allowing students nine days to complete it. Students were sent an electronic invitation

describing the purpose of the questionnaire and containing a direct link to the web-page.

Two reminder invitations were sent to the students regarding the web-based version of

the questionnaire. Electronic responses to the questionnaire were printed out for

tabulation and filing purposes. In total thirty-seven questionnaires were distributed across

the three pilot project courses during Round 1 of the survey process, thirty-five during

Round 2 and twenty-six during Round 3.

Although student anonymity was assured both for recording and reporting

purposes of all surveys, students could withdraw their participation at any time, even

after having submitted a completed questionnaire. Only students in three of the classes

out of the original four in the hybrid online pilot project participated in the surveys. The

average hybrid online class size halfway through the term was 14.

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Table 2 - 6 summarizes the administration, number of surveys distributed and the

response rates for each of the three surveys. (See Appendix J - Student Survey Rl,

Appendix K - Student Survey R2 and Appendix L - Student Survey R3 for copies of

Round 1,2 and 3 of the questionnaires respectively).

Table 2-6 Administration and Response Rates of Student Surveys

Survey

Round 1

Round 2

Round 3

Administered

Feb. 6-10, 2006

April 8-17 2006

May 15-19, 2006

Copies Distributed

37 Paper Copies

35 Electronic Invites

26 Paper Copies

No. of Copies Returned

29

20

21

Response Rate

78%

57%

81%

Data was collated manually and entered into an excel spreadsheet that acted as the

data base for the surveys, facilitating easy referencing and cross-class comparison. In

addition the collection of data in the spread sheet format eased the creation of charts to

help demonstrate various aspects and issues of online learning. Summary reports of the

results of the surveys were created showing these aspects, trends and issues that could

impact the success of this or any other online initiative. Since not all students responded

to all three surveys, nor did they all remember the original codes used to demark their

specific questionnaire copies, tracking of individual student changes from one round to

another was not possible. However tracking of trends or changes in group perceptions,

likes and dislikes and student recommendations for the improvement of the hybrid online

courses was possible and was recorded. Feedback from the surveys was available to pilot

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project faculty members to adjust or modify their online courses as they deemed

appropriate during the course of the term. A final cumulative presentation of the student

survey results was presented to the pilot project faculty team members and

administration. The number of survey respondents was not sufficient to render broad

statement about student participation in online distance courses, however it was sufficient

to supply feedback on the pilot project efforts and to validate or challenge faculty and

administrators' assumptions about online teaching and learning.

Debriefing with Student Intern

Intermittent debriefing sessions were held between the student intern and myself

following interviews, work sessions or meetings with faculty and/or administrators

involved in the pilot project. The discussions focused on pilot project progress or hurdles

as well as the results of the faculty and student surveys. The debriefing sessions were

held either face-to-face on the CEGEP campus, at a local coffee shop or over the phone.

These could last anywhere from twenty minutes to 1 hour.

Documentation

For supporting documentation for the pilot project I had access to the original

project justification, faculty lesson plans, web-site schematics, the library services

outline, the colleges' Strategic Plan, Academic Success Plan, Academic Council meeting

minutes, ethics policy, academic calendar, Student Admissions Guide, campus layout,

organizational charts and directories and the MELS Strategic 2000-2003 Plan, etc. These

proved useful not only for planning purposes and interviews with the pilot project

participants, but to be able to place the hybrid online initiative in context.

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Regular update sessions were scheduled with the pilot project administrators to

review progress on the project and address administrative challenges/issues as they arose,

such as the copyright issue of films scheduled for one of the courses.

Faculty Debriefing and Member Checks

A debriefing session was held at the conclusion of the first term (May 2006) that

the courses were offered in a hybrid online format. Only three faculty members and I

were present. Faculty discussed lessons learned and made recommendations for actions to

be taken to continue the development of the project. Comments and ideas were

transcribed "live" onto an excel spreadsheet and displayed in front of the group using an

overhead digital projector. This allowed participants to clarify their comments and

confirm that what they were saying was accurately conveyed. Copies of the final

document were distributed to participating faculty and their administrators.

"Member Check". I had the opportunity to meet with three of the four VHP

faculty members and one of the administrators in May/June of 2008 to verify the

accuracy of my observations. All three faculty members and the administrator were

comfortable with the portrayal of their participation in the pilot project. I did not receive

a response to my email communication from the fourth faculty member or the other

administrator.

Data Analysis

Chronological Maintenance of Data

Initial recording of observations, results of working sessions, meetings, interviews

and debriefing sessions was maintained in a standard 8/4x11 notebook, and transcribed

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to a working log. Interview or observation schedules/templates were used during semi-

structured interviews and the results were re- typed for filing purposes. All field notes,

working log sheets, completed interview and observation schedules/templates,

questionnaire results, recorded interview transcriptions, email communications, project

plan schedule, faculty lesson plans, web-site pages, and CEGEP documentation were

filed chronologically as they occurred in two separate 3 inch binders with a back up for

most of the data maintained electronically on my computer's hard drive which is backed

up monthly. The first binder referred to as the Conceptualization and Design Stage

Binder, contains data from events that occurred during October 2005 to December 2005.

The second binder, referred to as the Implementation Stage Binder, contains data from

events that occurred during January 2006 to May 2006. All documentation in these

binders was maintained in chronological order with tabs separating each month. In this

manner the development of the pilot project, as it evolved, was easily traceable and the

ability to refer back to specific instances or issues to follow up with pilot project

participants was facilitated.

Tape recorded interviews or work sessions were transcribed and paper copies

were inserted into the Data Binders. Electronic copies were also maintained in a

Working Document Research File on my desktop. Tapes are labeled and stored along

with the research documents at my home office.

Data from student surveys are kept in a separate folder/binder grouped according

to the different rounds of the survey (e.g. Round 1, 2 and 3) and then segregated for each

class (i.e. English, French, and Humanities). The folder/binder is stored along with the

other research documentation. Summary reports of the surveys, such as the ones

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presented to the administrators and faculty of the pilot project were added to the Concept

and Design and Implementation binders as they occurred.

The process of transcribing the original data from the notebooks and templates

prompted further reflection and analysis and facilitated the creation of questions to be

included in the next interview or addressed via the next work session or email inquiry.

Each subsequent review of the data presented the opportunity for further reflection and a

number of issues began to surface. For example the amount of time it actually takes to

create an online course, the difficulty choosing activities that best demonstrate concepts

while engaging the student or the type of media or software to use. These led to questions

about how to balance pedagogy and technology, challenges that faculty and their

administrators tried to overcome prior to the launch of the online courses.

Classification of Data

As the pilot project research study evolved, and notes and documentation

accumulated and were reviewed in the binders, potential issues (such as the selection of

technical tools or student orientation to online studying) and notable aspects (such as the

teachers were the "authors of their own work" and had intellectual property rights) were

color tagged and numbered. For instance issues/aspects related to teaching and learning

were marked with yellow tags. Those related to technology were marked with green tags

and those related to institutional protocol, policy and procedure were marked with orange

tags. A brief description of each issues/aspect was then entered as an individual line item

in an excel spreadsheet, including the tag number, the source (i.e. where to find further

detail), reflections and when available, references to research literature.

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Reviewing and asking questions about these issues/aspects of the pilot project was

the first pass analysis and initial labels such as policy, course guidelines, teacher

confidence with technology, teacher support, choice of tools, study aids, time

management aids, training for online learning, available resources, etc., were inserted in

an adjacent column. As the inventory of data collected in the spreadsheet increased,

repeated or similar issues became evident. A filter function applied to the labels column

in the spreadsheet, allowed for the grouping of similar issues. These groups were then

assigned category names with sub-categories (often taken from the initial labels) helping

to delineate aspects/issues within the larger category groups. The process of filtering and

grouping issues into categories was the 2nd pass analysis and led to 13 categories drilling

down to 36 subcategories covering a total of 321 line entries. Each category and sub­

category combination was reviewed to weed out duplication and entries that did not

contribute to the understanding of the case, but may have been entered as a reflection. As

groups were formed the labeling of categories and sub-categories was modified based on

the key issue that the data reinforced. For example the sub-category "study aids" fell

under "training for online learning" or "choice of activities" depending on whether or not

the category was Student Support or Course Design. Table 2-7 entitled VHP

Aspects/Issues and Categories on the pages that follow shows an example of some of the

issues, reflections/thoughts and categories in the data base after several passes. The table

provides the Source where the data was collected, whether there is an issue, a reflection,

links to the literature and then the categories.

This process was repeated five times and resulted in 5 high level categories and 18 sub­

categories under the following general headers:

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1. Strategy towards Change (STC) - e.g., Creation of the pilot project, project

parameters, leadership style, etc.

2. Motivation for Innovation (MFI) - e.g., Reasons for participation for faculty and

administrators, factors that influence participation

3. Perception of Online Distance Education (PER) - i.e., Role perceptions of faculty

and students

4. Participation in Online Distance Education (PODE)- e.g., Use of technology,

application of tools, course design, class management, workload and time

management

5. Capacity for Change (CFC) - i.e., Long-term needs, resources, etc.

These headers provide the focus for the discussion of findings that follow in Chapter

three.

Bonus:

In addition to analysis of the data base, the writing of "the case"- the re-creation

of the pilot project -reinforced issues and provided further insights. Individually the

issues in the data base are interesting because they either raise questions about or offer

potential solutions to specific aspects of hybrid on 100% online distance education. When

combined, they high-light the multi-dimensional and inter-related nature of this type of

innovation and provide richer insights of the findings and answers to the research

question (Gilham, 2000; Yin, 2003).

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Table 2-7 VHP Issues/Aspects and Categories

VANIER CEGEP HYBRID ONLINE PILOT PROJECT-CONCEPTUALIZATION and DESIGN

Source Issues Thoughts? Lit/Res Other Category Sub­

category

Working Log& Observati on Notes, Oct. 21, 2005

Working Log, Oct. 31st, 2005 Sophie Interview notes

Interview Transcript Carol, Dec. 19, 2005

Does CAN-8® suit the needs of all the teachers? It is a language learning module. If teachers are the "authors of their work" and no-one is going to tell them how to go about teaching, what about the use of CAN-8?

Sophie's lesson plan contains a lot of activities. The initial response to "absence from the classroom" seems to be adding more activities and exercises for students to complete.

Carol's attitude is that the online course offers the students the need to think more. She believes that in-class students tend to depend largely on teachers' lectures. Whereas the online students will need to depend more on their text and their own instigation to work.

Does it make sense for all the courses? Tools should be selected to enhance learning. Will it be another technical "handout" that will overload and overwhelm the students?

Part of online learning is that students are encouraged to reflect on what they are reading and producing as work...less is more so to speak. How can teachers choose the best and right number of activities to achieve the course objectives? The skills to study online are not necessarily intuitive. Students need help to learn the independent study skills that are important for successful online learning.

Conrad & Donaldson, 2004

Harasim, Hiltz et al, 1995; Paloff& Pratt, 2001; Macdonald, 2006

White & Baker, 2004; Macdonald, 2006; Paloff& Pratt, 2007

PODE Participation

PODE Participation

PER Perception

Course Design - choice of tools

Course Design - choice of activities

Student as learner

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VANIER CEGEP HYBRID ONLINE PILOT PROJECT-CONCEPTUALIZATION and DESIGN

Source Issues Thoughts? Lit/Res Other

Category Sub­

category

Interview w/ Chris, Mar. 17, 2006

The course involves more than teaching. The "writing" part of the course takes more time than in a Of class. "Emails are fast and must be responded to in a clear and articulate manner. It takes time sometimes before a question is clear enough so that the answer makes sense and even then you are not sure."

In addition to the extra hours needed to develop the online courses, teachers find themselves spending a lot of time interacting with students "outside" of the class hours giving explanations, sending reminders on deadlines, and helping students become independent learners.

Paloff& Pratt, 2001; Paloff& Pratt, 2007; Garrison & Vaughan, 2008

PODE Participation

Student Interaction -planning and time management

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CHAPTER 3

The Case

Introduction

This chapter discusses the findings in the case of the Vanier Hybrid Pilot Project.

The first few pages introduce the factors which contributed to the initiation of the pilot

project and provide context for the setting of the case (i.e., the "how" and "why"). Since

this report will also benefit audiences outside of Quebec who may not be familiar with

the CEGEP system, this section begins with a brief explanation of the purpose and types

of programs offered by CEGEPs.

CEGEPs and Strategic Targets

CEGEPs (the French acronym for College d'enseignement general et professionnel -

meaning College of General and Professional Education) are community-style public

colleges created in the latel960's, under Bill 213. Unique to the province of Quebec,

Canada, the purpose of the CEGEP concept is to provide students with an opportunity to

choose whether they want to continue post-secondary studies in university or to pursue a

technical profession (e.g., Architectural Technology, Nursing, Building Engineering

Technology and Computer Science).

Under the jurisdiction of the provincial Ministere de 1' Education, du Loisir et du

Sport (translation - Ministry of Education, Recreation and Sports - MELS), CEGEPs

The Royal Commission of Inquiry on Education in the Province of Quebec (Parent Report) released in the 1960s proposed the establishment of a level of studies beyond high school, 2 or 3 years in length and complete in itself, and clearly distinct from both secondary schooling and university education. Canadian Encyclopedia statistics for 2006 show 48 public and privately subsidized CEGEPs, employing approximately 13,000 teachers, teaching 237,000 students. Vanier College where the case takes place, is one of five English language CEGEPs. At the time of this writing there were over ten, two-year pre-university programs and fifteen, three-year technical/professional programs engaging 400 faculty members who taught approximately 5700 students (Vanier College 2006-2007 Catalogue: Guide to Students).

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must meet specific goals and guidelines in such areas as Academic Success and.

Completion of Schooling, Program Relevancy and Preparation for Labor Force and

Lifelong Learning. The degree to which a CEGEP is successful in achieving the

objectives ultimately affects their ranking vis-a-vis other CEGEPs, the funding they

receive and their long term growth as an institution. For example in 2001 the MELS set a

target for completion of schooling and graduation for the 2007-2008 academic year of

65-70%. This means that by 2008 CEGEPs should be reporting 65-70% of their full-time

students as graduating within the "prescribed time" (i.e., 2 years for most pre-university

programs and 3 years for most technical programs).

Another area where institutions are expected to focus is the continued

development and updating of skills and qualifications to help individuals "keep pace with

advances in research and technology" (MEQ, Strategic Plan 2000-2003, p. 13).

Furthermore the programs offered should be "relevant to the realities of today's world"

so that they can truly help to prepare students for success in the labour market (MEQ,

Strategic Plan 2000-2003, p. 17).

Performance versus Targets.

Part of the MELS coordinated planning process requires that colleges track and

report on progress versus the targets set by the MELS. In 2003/2004 administrators in the

college's Career and Technology department determined that 60% of non-pre-university

3 year program students were "out of phase" by their fifth semester by 1 - 7 seven

courses (i.e. they had fallen behind the 'prescribed' schedule in which to graduate). For

Vanier College, successful achievement of the 2007-2008 MELS target of 65-70% of

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students being "in phase", represented $500,000-$800,000 funding. Conversely, failure to

meet the target could result in a cut of 7-8% of the college's operating budget.

Analysis of the data on "out of phase" Vanier students showed that on average

they were in good standing in their program. In fact several had received job offers

through their internships even though they had not completed the credits required to

graduate. The analysis also showed that the courses that the students predominantly

delayed taking were the General Education Courses (GECs), in the disciplines of English,

French and Humanities.

In order to graduate and receive their Diploma of Collegial Studies (DCS) - or as

it is more commonly known Diplome d'Etudes Collegiales (DEC) - students must

successfully complete nine courses in these disciplines in addition to core courses in their

field of interest. If students do not complete the GECs it is presumed they are missing

key aspects of a well-rounded education. Furthermore they will not receive their diploma

which can affect their ability to compete in the labor market in the future.

Statistics Canada data shows "that only forty-one out of 100 CEGEP students who

'start college without delay' complete their studies in the 'prescribed time'." (Vanier

Position Paper, Forum on the Future of College Education, 2004, p.5) Obviously the

issue of students being "out of phase" is not unique to Vanier College and incomplete

schooling is an issue which needs to be addressed. The 2007 Statistics Canada report on

Pan-Canadian Education Indicators showed that during the period of 2005/2006 over half

of Canadian students aged 17-29 worked while attending school.

"Once they are 16 years old, students are not legally required to attend school. Students entering CEGEP have, for the first time, true options as to what they want to do with their time and lives, and students who are unsure of their career or educational

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paths may not see the benefits of continuing in a demanding program at CEGEP. Many students work at least part time in addition to attending school, and this situation often leads to the inability to satisfactorily meet the demands of both their courses and work requirements." (Vanier Position Paper, Forum on the Future of College Education, 2004, p4-5)

In addition to the financial implications and the negative impact on the college's

"track record" vis-a-vis other CEGEPs, students are not receiving the "complete"

education which CEGEPs are prescribed to offer.

"A Modest Proposal"4 for a Solution

Looking for an innovative way to address the issue of low schooling completion

rates in their Career and Technology Department, administrators proposed a pilot project

of four hybrid online courses, one for each of the three GEC disciplines and one

complementary. The project would use existing technology (e.g., First Class and CAN-

8®VirtuaLab™ software) and IT resources. Faculty from the General Education

disciplines would be recruited and provided with laptop computers and high speed

internet connections. They would be responsible for their course design and content,

assisted by a student intern from the Educational Technology Department of Concordia

University.

The proposal for the hybrid online courses outlined a 70/30 mix where 70% of the

class time is delivered online and 30% delivered on campus, balancing the benefits of in-

class face-to-face instruction with the flexibility available through online environments.

This ratio would also allow for a gradual adjustment to a different method for instruction

and learning, while reducing required class "seat time" (Garnham & Kaleta, 2002; Young

2002). But most importantly, offering GECs online would give students access to a well-

4 A Modest Proposal was the title of original pilot project proposal presented by the administrators.

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rounded education, help with the completion of credits needed to graduate and with their

diplomas in hand strengthen their ability to compete in the labor market. Furthermore,

the online courses could support the development of independent study skills for students

and help them keep pace with advances in technology (e.g., improve computer literacy)

as prescribed by the MELS strategic plan. The proposal was approved and the pilot

project initiated.

A Model of Innovation Diffusion

The administrators or as I like to refer to them "the champions" (per Howell and

Higgins' 1990 definition of "pioneering individuals") of the hybrid online initiative

hoped that the outcome of the pilot project could result in a solution to help schooling

completion rates and determine whether hybrid online courses could and should become

a viable part of the institution's long term academic strategy. If the "early adopters" (i.e.

faculty who participated and were satisfied with the outcome) gave the hybrid online

courses their approval, "near-peers" could be persuaded to further evaluate and develop

the initiative. Not only could they become part of a pool of resources to support hybrid

online teaching, but together they would form the critical mass (or majority) required to

support the initiative on a larger scale (Rogers, 1995; Robinson, 2001). Even those who

would delay participation or reject the innovation entirely would still experience growth

and change due to the change in their surrounding environment and interaction with

participating peers. As a Dean, who was in support of the project, expressed "An

institution without innovation cannot grow. We have to be willing to take risks. We will

try something. We will learn something."

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Sometimes organizations need to take a chance in order to learn about themselves

and their capabilities, to continue to be good at what they do. Figure 3 -2 entitled

Vanier's Strategy towards Change, outlines the steps taken by administrators

("champions") and VHP faculty ("early adopters") towards a potential solution for

improving the Academic Success Rate for the students and the CEGEP. It serves as a

"summary" of the VHP plan interpreted through Rogers' (1995) Model of Innovation

Diffusion.

Goals & Objectives Strategic Plan

Academic Success Plan

Near-Peers

&;-ii ' . i -. J

Evaluation

Concept & Design

Implementation

Early Adopters

Needs Analysis Problem Identification

"Out of Phase" Students Gen. Ed. Courses

I Innovators

Champions

Potential Solution: Innovation - Hybrid Online

Gen. Ed. Courses

^ Y e *

0 Figure 3-1 Vanier's Strategy towards Change

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Does Innovation "Fit" the Organization?

There is equal research to support the effectiveness of either face-to-face in-class

learning environments or education facilitated in an online environment. The new debate

involves, not whether, but when does it makes sense to introduce online distance

education initiatives? What are the short term and long term implications of the decision

to change? And specifically "What factors need to be considered by administrators and

their faculty when trying to determine if and to what extent they should incorporate

online distance education courses in their program(s)?"

In the pages that follow, I discuss my findings in the case of the Vanier Hybrid

Online Pilot Project (VHP), the participating administrators and four faculty members,

who have been given the pseudonyms Anne, Carol, Chris and Sophie to protect their

identity.

There are five sections with the general headings Strategy towards Change,

Motivation to Participate in Online Distance Education, Perception of Online Distance

Education, Participation in Online Distance Education and Capacity for Change. Each

section contains sub-categories that were developed during the data collection and

analysis portion of the research.

Much of what you will read is consistent with what we already know about online

teaching and learning environments. The importance of training and coaching for faculty

and students for instance, are frequently reinforced in the literature and you will find the

same in this report. However other findings lead us to the conclusion that not all aspects

of online distance education are black and white and least of all predictable. The process

of diffusion of innovation is unique for each organization and the individuals who

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experience the process, however there is still value in understanding "what might happen

when" in order to keep scaffolding the knowledge base. Interestingly enough this is also

what one finds in "traditional" face-to-face educational models.

Discussion

Strategy towards Change

"If different results are expected, they will not be achieved by going through the same old processes." Wedge, 2006 p.

Why a Pilot Project?

We have seen in the literature review that online initiatives require a clear vision,

leadership, planning, and considerable investment in technology and resources to be

effective. Certainly with a budget of $12,000 the administrators at Vanier College could

not expect to deliver a fully integrated program, especially when most of this money was

spent on the laptop computers for the four participating faculty members. But they could,

and in fact did, deliver a pilot project which provided the opportunity to test and evaluate

the hybrid online concept given the existing infrastructure. Faculty and administrators

would gain first hand knowledge about the conditions necessary for high quality online

courses contributing to a better understanding of the college's capacity for e-learning.

The upside of this approach is that if the pilot is successful, further evaluation could

be justified. Perhaps even a grant could be secured. As one administrator commented,

"Even if we fail, we succeed. If the VHP is not successful, perhaps it can be restructured

to become successful." On the other hand, the pilot project engaged faculty who

developed the courses while carrying a full teaching workload, used existing technology

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(which were not perceived as user friendly) and support resources. If it did not succeed,

the pilot may leave the impression that online education is an inferior method of

education delivery without ever having had all the variables in its favor. The idea of

piloting an initiative is excellent but the use of limited resources for example, may hinder

the experience for those involved and influence their interest to participate in the future.

Furthermore it risks the quality of the outcome of the project which can hinder its

continuation beyond the first year.

Sniffing Out "Skunkworks ".

We have learned that the consideration that is given to the way innovation or

change is introduced to an organization is critical to its adoption by the members of the

organization. So if we want people to ultimately become part of the critical mass and

momentum needed to institutionalize change, they should probably be involved in one

form or another during the development process. This was not necessarily the case at

Vanier College. Although internal research efforts to support teaching and learning

excellence were encouraged by the Director General, VHP administrators did not

formally solicit or involve either the union or other collegial functions or departments in

the decision on whether to develop the hybrid online pilot. They wanted to test the idea of

hybrid online courses without too much disruption to the institution and so created

somewhat of a "skunkworks"5 operation in order to avoid delays that might affect the

ability to meet the 2007/2008 Academic Success rate targets.

This observation raises two important points. First of all change is not possible

without the willingness to take a chance to try something different (Fullan, 2003). But not

5 "an especially enriched environment that is designed to help a small group of individuals escape usual organizational procedures, so that innovation is encouraged" (Rogers, 1995, pg. 139).

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everyone agrees on the same approach to address a particular need. Some members of an

organization may decide that an innovation is not worth "testing" based on their existing

beliefs and refuse to participate. Many opportunities for growth are lost due to fear of

change. So it is not surprising that individuals and/or groups who are interested in

changing the status quo will sometimes "bend the rules". For example the VHP classes

were assigned a limit of 15 students per class. This affects part-time versus full-time

status and in turn salary and ultimately tenure. The administrators were able to make

arrangements so that the smaller class size did not alter faculty status for the duration of

their participation.

In order to achieve different results members of institutions must be willing to

take risks. We might not have Apple's Macintosh today, or laptop computers for that

matter, if individuals' were not willing to go outside of the accepted boundaries.

Of course, this should not be misconstrued as a proposal that members of

institutions who are not comfortable with the status quo begin "skunkworks" in order to

avoid organizational control channels intended to maintain institutional stability and

order. What should be noted however is that this type of reaction may be a signal that the

"usual bureaucratic structure of an organization is not very conducive to creating

technological innovation" (Fullan, 1995, p. 139). This is a red flag and shows there may

be limitations to the capacity for change.

The second point is that although it may sound counterintuitive,

change thrives with conflict. Differences of opinion should not be considered barriers to

innovation. Organizations that effectively manage change recognize that working with

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polar opposites forces deeper exploration of innovation and ultimately leads to learning

and growth.

"Assume that conflict and disagreement are not only inevitable but fundamental to successful change. Since all groups of people possess multiple realities, any collective change attempt will necessarily involve conflict. Smooth implementation is often a sign that not much is really changing." (Fullan, 2007, p. 123)

Shared vision or ownership while arguably important to any change initiative is not

necessarily a pre-condition to success as it is part of an outcome (Fullan, 2007). It is the

mix of different beliefs and experiences from diverse groups that provides the energy

needed to propel change (Senge, 1999). Of course trying to involve the entire

organization during the "evaluation" stage of the VHP would not be productive.

Nonetheless circumventing differences of opinion does not preclude that the innovation

will be adopted. In fact, quite often the opposite is true. Obtaining input from different

groups that will ultimately be affected by the outcome of the initiative will help to

mitigate roadblocks in the future. The challenge lies in determining who should be

participating when. It's not a simple process, but the upfront leg work will pay off in the

long run when the original "champions" are no longer present and the sustenance of the

initiative depends on the critical mass of supporters built up over time.

If We Build It Will They Come? - Addressing Schooling Completion Rates

The idea of offering hybrid online courses at Vanier College is itself not

extraordinary. Innovation is often proposed as an alternative solution to a problem when

the status quo does not satisfy the needs of the organization. If we consider statistics

Canada 2005/2006 data that over half of Canadian students aged 17-29 worked while

attending school, accessibility and flexibility are strong arguments for at least the

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evaluation of online courses. After all reaching students has historically been the premise

for distance education initiatives. But the idea is not without its challenges especially

given the problem that it is intended to address, namely completion of schooling rates.

Ultimately the success of the project depended on students graduating in the

"prescribed" time resulting in an improved Academic Success rate. Therefore, it is very

important that students are motivated to enroll in the hybrid online versions of the GECs

within the regular schedule of their program (e.g., three years for a Technology program).

Studies have shown that students will take online courses if they are either already

enrolled at the school and have conflicts in their schedule or have disabilities or want to

get a head start in a particular program (Young, 2002; Hiltz & Shea, 2005). This supports

the assumptions taken by the college administrators. But what if the students don't see

value in completing the credits? Or if they do, are not in a rush to do so? What incentive

do they have to finish their course work in the "prescribed time"? For those that have

already secured a job in their field of interest there is really no hurry. And given what we

know about the discipline needed for independent study, they may not want to dedicate

the time to complete their diploma. The bottom line is if students want to finish the

required courses in order to receive their diploma, they will. But unless there is another

incentive for them to graduate in the "prescribed time", which may in fact involve

internal and/or external policy changes and practices, the completion of schooling rate

and Academic Success targets will be difficult to achieve.

The "unused solution" is a common predicament of change initiatives. In other

words a process or program is developed for a specific purpose, yet it is never used for

that purpose and is forgotten. If the hybrid online projects' "raison d'etre" is strictly to

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improve completion of schooling rates, there is no guarantee that the project will survive

long term. However the possibilities envisioned by the administrators, such as reaching

students outside of the Montreal area or servicing International students may be just the

kind of observable and measurable advantages that will benefit the institution and sustain

the initiative. In order to continue innovation has to serve the purpose for which it was

intended or offer a sufficiently attractive alternative previously not exploited.

Change Requires Flexibility, But How Much?

The administrators of the VHP decided that flexibility was key to the success of

the initiative. Building on what they knew from years of working as teachers themselves,

they took a decision to manage the VHP loosely at first, believing that faculty are

professionals and will know what to do. "If they want help, they will ask for it. If they

need tools they will ask for them." Other than including a grammar and a library

research component in their lesson plan and incorporating the existing FirstClass®

platform and CAN-8® VirruaLab™ software, there were no standards defined for the

number of technical tools, or the layout of the course plan and so on. The freedom to

create and develop the online courses was the same as the freedom faculty had to develop

the courses that they traditionally deliver in a face-to-face environment. Faculty were to

be the authors of their work and to manage their own development process.

My own project management experience told me there should have been a structured

plan with milestones to be adhered to, and so on. But "command and control" was not a

strategy that the administrators felt would be effective. As one of the administrators

commented:

"The idea is to have flexibility when you start the course. And knowing teachers, how they've been teaching, you're not going to get them to

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come down and know that on the second week, the third hour of their class, they're teaching this. And there's always change so the flexibility is very important."

Participating faculty had a full teaching schedule. Designing and developing the

hybrid online courses was extra work and needed to be fit in whenever possible. As it

was, by the time the hybrid online courses were launched in January, faculty had

completed the first five to six weeks of content of the fifteen week term. They intended to

incorporate the rest after receiving student feedback vis-a-vis the online design and

content, could test the flow of the lessons and activities as the students moved from the

face-to-face in-class environment to interacting online and gained confidence with the

reliability of the technology.

In principle the concept makes sense and is actually what many teachers do in face-

to-face classroom environments, adjusting to the needs and learning preferences of their

students. The challenge lies in the independent nature of the online environments, where

students like to plan their study strategy or get work done ahead of time. In fact, Round 2

of the surveys administered to students in the hybrid online classes, revealed that students

did want to look ahead at what needed to be done for the term and found limited

information.

The "too-tight/too-loose dilemma" is often encountered by leaders and initiators

of innovation. On one hand, too much planning and structure limits the ability to explore

and learn by making mistakes. Success may be achieved in the short term but participants

do not stretch beyond their normal limits. On the other hand guidelines or directions that

are too loose tend to dilute the objectives and often targets area missed because of

competing priorities. The flexibility/freedom can also be a double-edged sword in that

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faculty while creating their courses alone (despite reviewing their lesson plan and ideas

for activities with the student intern) are in fact, alone in the process.

The literature on innovation informs us that the process of change is not always

tidy and structured which speaks to why so many people are uncomfortable with change.

Attempts at fitting a change process into a pre-determined structure or plan, is usually

very difficult because there are multiple iterations of the process that occur before a

satisfactory outcome is realized. The intentional flexibility of the VHP, may well have

achieved greater progress in determining "what would happen if, than had it been

strictly controlled with deadlines. But not having the course structure defined in advance

sends a message of uncertainty to students who already feel tentative in the new

environment. Ideally faculty should be provided release time in order to plan and develop

an online course, especially if they are new to the process.

Motivation to Participate in Online Distance Education

Administrators

Studies have shown us that administrators, faculty and students are motivated to

participate in online distance environments for different reasons (Berg, 1998; Berts, 1998;

Rockwell, et al, 1999; Quinn & Corry, 2002; Schifter, 2000, 2002). We've briefly seen

in the Background section of this chapter, some of the external factors that contributed to

administrators' interest in hybrid online teaching and learning at Vanier College (e.g.,

MELS guidelines). The threat of reduction in available funding can be a strong catalyst

for trying something different to address persistent problems faced by institutions. This

fuels the perception that financial advantage is the only reason administrators consider

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online initiatives and that pedagogy is secondary. The truth probably is that there is no

primary or secondary reason. Broadly speaking the mission for academic institutions is to

provide access and the means to secure a quality education. Certainly we've seen enough

research to show us that if properly designed and managed, online environments do

provide students access. Plus given what we know today about the costs of implementing

an effective online program, it cannot be confused with a "get rich quick scheme".

We need to "get out of our own way" in order to see the larger picture. The VHP

presented multiple directions for growth. Aside from providing a potential solution for

the under performing school completion rates, the format of these courses could

encourage independent learning strategies and increased computer literacy, contributing

to student success academically and in the labor market. Success with the pilot project

could lead to programs that support Vanier's efforts in assisting student populations

situated outside of the major metropolitan centers and even in the international sector. Or

even place the college in a leadership position relative to other English language CEGEPs

with similar interests. The vision for the project presented numerous opportunities.

But without available financial resources institutions are limited in their ability to

provide quality education environments, whether on-line or on-campus. And as much as

it grates on us to admit it, without available funding even the status quo is non-

sustainable in the long run. So were the administrators attracted by the potential financial

gains if the hybrid online project succeeded? Probably as much they were motivated to

operate a quality academic institution.

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Faculty — The Promise of Technology

Before we can address the question of whether the availability of technology will

motivate faculty participation in online distance education, we must first separate the

influence that the availability of hardware may have on faculty wanting to "sign-up" from

the lure of learning how to use the software. By hardware I am referring to computers,

peripheral equipment such as scanners or printers, and personal agendas. By software I

am referring to the various applications that direct the hardware to perform specific

functions or tasks.

Research on factors that motivate faculty participation in online distance

environments as documented by Betts (1998) and Schifter (2002) highlight financial

compensation, release time, recognition and peer support as the more frequently sited

extrinsic factors. More recently requests for technology devices such as laptop computers

and personal digital agendas have joined this list (Parker, 2003).

Have Laptop Will Participate.

When asked whether or not the availability of the computers influenced their

decision to participate in the VHP, all of the faculty members indicated "no". Rather than

an incentive or motivator, the laptops were seen as enablers to achieve increased

proficiency with technology, allowing faculty to work whenever and wherever to develop

the lesson plans and conduct their classes online. They were an important component of

the technology learning curve. And their portability provided faculty with flexibility and

being able to work "away from the office". Ironically the technology that was intended to

provide VHP faculty more freedom, eventually threatened to take it away. By providing

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students access to faculty 24/7, faculty often found themselves tied to the computer

responding to the frequent inquiries and requests for assistance from students.

But this was equipment faculty did not have to purchase and it could be used for

personal exchanges and work. And in addition to the printers and reimbursements for the

high speed internet service adds up to a cash value.

Herzberg's (1959) motivational theory reminds us that money is not actually a

motivator as much as it is a de-motivator when it does not accompany additional

recognition or advancement. Let's stretch this assumption to laptops (considering they

have monetary value). Their motivational affect on faculty probably diminished as soon

as the hours of extra work to develop the courses started to accumulate.

Rogers (1995) tells us that incentives may increase the rate of adoption of an

innovation. However if the motivation to participate in innovation is based solely on

receiving the incentive (e.g., a laptop computer with high speed internet connection) as

opposed to the more intrinsic motivators such as developing new teaching skills and

becoming comfortable with technology, then there is a lower likelihood of continued

participation. Furthermore once the incentive becomes part of what is expected to sustain

the innovation, its impact as an incentive is lost.

So does receiving a laptop computer motivate faculty to participate in online

distance education initiatives? If we use the VHP as a gauge and consider the number of

faculty that indicated they would continue developing their hybrid online courses after

the first year, there's a 50% probability. Alternately, administrators might consider

spending the funds for stipends and/or training sessions helping faculty with how to

design online courses and/or optimize the use of technology.

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Learning about Technology can be Motivating Depending on...

This brings us to the second part of the question, "does the opportunity to learn

how to use technology motivate faculty participation?" The quick response is, "Yes, but

it depends on two conditions." The first is the level of expertise of the individual and the

second, the perceived value of technology to be used. Let's first consider the level of

expertise. Faculty members who signed up for the VHP had no previous experience

designing online courses or teaching in online environments. Each started out with

different perceptions and levels of confidence regarding the use technology. But lack of

proficiency with technology did not inhibit them. The experience and skills to be gained

were an incentive for participation. For example Chris, one of the four faculty

participants, saw the opportunity to deliver his course online and incorporate interactive

learning objects as an exciting prospect. He already had some experience using

technology but the prospect of learning about new applications that he could use to

engage his students and help them construct meaning was part of the attraction to the

VHP.

Another faculty member, Sophie was not as confident in using technology. The

opportunity to learn the functions of different word processing applications, and how

web-based learning objects could be applied to instruction was an intimidating yet

exciting venture. She expressed that it was important for her to truly understand the

functions of the technology that she would use. Not only to be able to make adjustments

to the lesson plan when necessary, but also to be able to help her students.

Carol, on the other hand was interested in demonstrating that online instruction

was not about "bells and whistles" but about providing students with opportunities to

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collaborate and create meaning. And finally Anne who had never used word processing

editing functions found herself intrigued by the capabilities of the software. She also had

never used chat and was anxious to learn more about different ways to communicate with

her students.

"Not knowing" is an inhibitor for participation in innovation for individuals who

don't like to get out of their comfort zone. It acts as a motivator for those that like a

challenge. The faculty members of the VHP intentionally took themselves out of their

comfort zone when they agreed to develop the hybrid online courses. They were largely

motivated by a desire to acquire knowledge and experience and to be part of innovation.

Participating in the VHP encouraged them to examine and "play" with technology.

Through the development of their courses they became more confident with it use and

curious about its possibilities. However, once a certain level of proficiency is achieved

and unless there are other motivating factors, the drive to continue to learn about

technology is not enough to sustain participation beyond the original commitment.

Faculty have different backgrounds, experiences, styles and beliefs. If they are not

at least intrinsically motivated to participate in online distance education (that is, they are

looking to learn new things or want to be part of innovation) the availability of extrinsic

motivators will not sustain participation long term. Providing different incentives that

have been identified as "meaningful" to faculty, will go a long way to encourage

continued participation. The challenge is finding out what is "meaningful" versus what is

the "perk of the season".

It's my course and I can choose ...the technology that I want to.... The second

condition relative to technology that may influence whether faculty are motivated to

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participate in online distance education initiatives is their perceived value of the technical

platform or application to be used. Research (Betts, 1998; Schifter, 2000) tells us that the

absence or availability of technology is not necessarily a strong motivator or inhibitor to

participation in online distance education. However, the ability for faculty to give input to

the tools that are available and to have confidence in the ability for that technology to

adequately deliver and represent content does contribute to their level of motivation.

Faculty members participating in the VHP had been advised from the start that they

were the "authors of their own work". They were encouraged to be creative and develop

their own personal design for their courses given the available technology which included

the FirstClass® Client and Server (which could be used for email communication and the

creation of a web-page) and the CAN-8®VirtuaLab™ language learning module. This

was the technology that was available and for which there was on-campus support.

Acquiring or developing new applications would be time consuming and cost prohibitive

especially for a pilot project.

In the case of the CAN-8®VirtuaLab™ language module, faculty had difficulty

trying to adapt its functionality to their lesson plan so that it served a useful purpose.

Anne used the module for grammar exercises. Chris used the module extensively to

incorporate weekly exercises and group discussions.

Sophie decided she would use it as an audio accompaniment to the written

instructions for her weekly exercises, but then aborted this idea after the first week that

the course went "live". The time and effort involved for set up and logging on to the

system just to hear the instructions did not offer any advantages for students or the

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teacher. It only meant there were multiple applications to open at the same time, which

could either cause technical lock-ups or create confusion.

Encouraging faculty involvement in the selection of courseware and technology to

be used in their online courses helps to reduce the anxiety and struggles otherwise

associated with innovation. Furthermore faculty know their subject matter. They might

need assistance in searching for the appropriate software applications with which to

create learning objects, but directing them to use software without considering the

pedagogical advantages is counter productive and can only contribute to inhibiting

participation. In the end faculty were not pleased that they had to find a way to

incorporate the CAN-8®VirtuaLab™ into their lesson plan. It was akin to telling faculty

who teach in face-to-face classrooms that they have to use flip charts when describing

their concepts in addition to using the overhead film or digital projectors or chalkboards.

Flip charts work well for some types of lectures but not all.

It's an interesting dilemma. On one end of the spectrum if faculty are free to create

their "individual look" and choose different software applications the ability to upgrade,

service and maintain the applications may become unmanageable. Furthermore students

would need to readjust each time they take an online course which adds to their learning

curve. And finally quality standards and directives for course layouts that are consistent

with the institution's mission may be difficult to enforce. However faculty will be very

satisfied because they can develop their course exactly as they choose and have their own

signature layout.

The other extreme involves a standardized template from which no-one deviates,

providing uniformity and ease of maintenance. Once faculty and students learn how to

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navigate the course site, they are up and running and the learning curve for each new

course is significantly less. However, faculty are not all equally proficient in using

technology and so the most basic template formats are often selected facilitating easy

transfer and downloading of files and materials. This can result in the generation of

electronic page turners.

Somewhere in the middle lies the possibility of a standard template that can be

modified and enhanced with applications that faculty could choose based on course

objectives, their instructional preferences and perceived student needs. The template and

applications could be pre-approved by a panel of representatives (faculty and staff, and

perhaps even students) based on criteria that meets the institutions' technical, pedagogical

and budgetary considerations. Because there is some standardization, servicing the

applications may require less resources and faculty and students spend less time learning

how to use it and more time on course content.

In the case of the VHP faculty were directed towards using the available

FirstClass® platform. Chris, one of the faculty members said that one of his challenges

was "to have to work in a rigid technological environment that may not be the best... and

have to stick to it, because 'that is what we have and we want to test it'." The FirstClass®

platform was not perceived as user friendly and its limitations created frustrations for

faculty who anticipated problems for their students. Ultimately, only one of the faculty

members used the standard FirstClass® web function with folders identifying weekly

lessons and activities, links to specific sites and chat and email function. The other three

opted to use the Hibbits software (a pre-packaged template) which allowed for a little

more creativity.

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Faculty learned how to navigate within the template and exchanged ideas on ways to

adapt the existing layout to the different courses. They designed a "front page" for their

courses further defined with weekly lesson plans and links to other sources and activities.

Given time and resources, they would have preferred to develop unique web designs, but

the Hibbitts template functioned well enough for purposes of the VHP.

In a nutshell institutions exploring online initiatives need to balance their choice of

technology (hardware, software) with pedagogical objectives and learning needs (as

defined by faculty and students). Otherwise the focus of the initiative becomes one sided

with either the capacity of technology or the inhibitions of faculty as the basis for

decision making.

Perception of Online Distance Education

According to Rogers (1995) an innovation will ultimately be adopted if it is

perceived as better than the status quo and does not conflict with existing values,

experiences and needs of those by or for whom it is initiated. Relative to the VHP this

means that participants (i.e., administrators, faculty and students) needed to perceive the

online courses as being better (in terms of achieving their objectives), compatible (in

terms of using the available technology) and not too complex and yet advantageous (to

the extent that the online tools would enhance the learning experience), and result in at

least as good "subject matter competence" levels for students.

Teachers' Perceptions of Themselves.

One of the most difficult issues facing faculty participating in online

environments is that their role as teachers has to change (Seel & Dijkstra, 2004). Not only

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do they have to learn how to adjust to a new way of teaching, but they also need to coach

their students through a new way of learning.

When the VHP faculty started out designing their hybrid online courses, they

approached the lesson plans in the same way as when they created the face-to-face in

class versions. The main difference had to do with finding and selecting online learning

objects or techniques that could be used to demonstrate the course concepts and

encourage student participation.

It was not until faculty actually "worked" the online lesson plan, putting

themselves in the place of their students that they began to perceive the need to change

their "traditional" roles as teachers. They went back to the basics, revisiting their course

objectives and learner's needs. They analyzed their original instructional strategies to see

what needed to be different.

Sophie described how "loading the web-page" and entering activities while

following the course proved helpful. She explained that as she went through this process,

she asked herself "what do I really, at the end of the day, want to get out of the class.. .at

the end of the day, what might make a difference so that they learn and understand the

concepts?" She tried to put herself in the place of the student. After having spent a

number of work sessions examining instructional goals and objectives for learning and

struggling with how these can be achieved using different online techniques and activities

turned to us and said:

"I'm a facilitator of knowledge. My course is about thinking. They need to learn how to critically think. They need to learn how to actively engage with the material. I want them to create knowledge. There is no cramming. It's really a structure that we're building. Can you teach actual thinking online? I'm certainly running into more barriers than if I was teaching in class."

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Her perception of her role as a teacher had changed and she realized that her

approach to teaching had to shift in the new environment if she was going to be

successful in helping students change their way of learning in the new environment.

"Making the transition to the online environment means developing new approaches to education and new skills in its delivery. It means engaging in self-reflection as we determine our own comfort level in turning over control of the learning process to students." (Palloff & Pratt, 2001, p.35)

Anne saw the online environment as an opportunity to provide different resources

for students' learning. When asked about the special differences between the online

course that she taught and the same course given in a face-to-face environment she

explained that she was re-thinking "how I am going to motivate them to learn while

online." The exercise of creating the online version of her course, forced her to sit back

and re-examine old strategies. In a follow up discussion she shared "the classroom is just

a physical boundary. It's what's happening in my head that I want to get in their head".

It is a difficult transition from being the "director" of the educational process to

being the "coordinator" or "facilitator". Teaching in the online environment requires the

ability to give up some control and predictability while anticipating student learning

preferences and styles and creating activities in response to these.

"The ability to remain flexible and open to relinquish control are characteristics that make not only for successful instructors in this medium but for successful learners as well." (Palloff & Pratt, 2007, p. 124)

Chris shared that although he had read about the challenges of interacting with

students online, he did not know what it really "felt" like until the hybrid online courses

were executed. The "hands-on" experience, more than the process of "rethinking" the

instructional approach, allowed for the difference to be truly understood.

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Faculty who are new to online environments find themselves having to "rethink"

their lesson plan. Where they might have gotten into a "routine" instructional approach,

the new "teaching and learning space" forces them to go back to basics and question what

they are doing as if they were teaching for the very first time. Reflecting on past practices

and re-assessing objectives keeps instructional strategies fresh and results in an improved

teaching and learning environment. But that also means having to "start again", which is

not always perceived as a positive and difficult to promote as an advantage at the outset.

Surprise! Students Are Not Always Independent Learners.

" People think of students as the potential beneficiaries of change...They rarely think of students as participants in a process of change." (Fullan, 2001, p. 13)

In order to learn about what works and what needs to be improved about the

hybrid online courses, surveys of the students attending the hybrid classes were

conducted by the student intern and myself. These would provide faculty and

administrators feedback on course design, content, facilitation techniques and the use of

technology. Three surveys were created and administered sequentially over the course of

the term to the students attending the classes as outlined in the procedural section of this

study. From Round 1 (Rl) of the surveys with 29 respondents, faculty were able to

determine that 100% of the students had never taken an online course but that they all had

internet connections and used their computers regularly. Over 60% of these students used

the computer daily for non-gaming purposes.

The assumption that students would like the flexibility the online courses offered

was confirmed as mostly true when 70% of the students that responded, selected the

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hybrid online courses because of its time slot (Figure 3-2 VHP Student's Reason for

Course Selection that follows).

Figure 3-2 VHP Student's Reason for Course Selection (n==29)

Fifty-five percent of the students enrolled in the hybrid online courses were from the

Careers (e.g. Early Childhood Education and Nursing) and Technology departments and

35% from Sciences, consistent with the priority set during registration (see Figure 3-3

VHP Student Field of Study (n=23) below). And seventy-eight percent of the students

had a full, or close to full course load that semester.

Nursing 3%

Early Childhood Education

3 % Commerce 10%

Technology 49%

Figure 3-3 VHP Student Field of Study (n=29)

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When asked about their beliefs regarding online learning in Rl of the surveys,

43% of the respondents (n = 28) predicted that they could learn just as easily online as

they could in a traditional class. Fifty-five percent believed they were relatively good

independent learners with 93% considering themselves good time managers. Interestingly

enough, the students in these surveys that perceived themselves to be relatively good

independent learners actually preferred more "hand-holding" from teachers and were not

comfortable with the process of "discovery" so important to self-directed learning. This

speaks to students' interpretation of the meaning of "independent learner". When asked

what they did not like about the online course, responses from students included:

"I don't really like not seeing my teacher very often. Also I do not really enjoy having the freedom of doing work on my own time because I end up being too lazy to do it."

"The fact that I can't interact with my teacher and teammates Immediately. My questions can't be answered right away."

The follow-up Round 2 (R2) survey revealed students' perceptions of themselves

as independent learners had changed somewhat and as good time managers had changed

significantly. Figure 3-4 Student Response for Learner Style and Time Management

shows a decline in both students' perceptions of themselves as independent learners and

effective time managers. Presumably students are responding to "experiencing" the

online environment and the expectations of them to take responsibility and participate in

the learning process.

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R e s P 0 n s e s

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%

Independent Learner Good or Very Good Time Management

Figure 3-4 Student Responses for Learning Style and Time Management

Students that had predicted they would be good time managers most likely found

that learning and interacting in an online environment took a little more time than they

originally anticipated. Their open-ended comments suggested that they found the

workload very heavy and they would prefer to have more instructions.

Very often students do not have "self-knowledge" or an accurate perception of

their actual expertise with study practices (Flavell,1979) which causes them to falsely

assess how well they will perform in a learning situation. A link to an online learning

guide created by the student intern was available for all the VHP courses. It included tips

on what to expect in online environments and best ways to prepare for studying in the

new learning space. When asked if they referred to the guide, students indicated that they

did not use it. Their perception of themselves as good independent learners precluded the

need to search for further guidance in this area.

Also students sometimes believe that because they do not have to attend a

"physical" classroom the online course is a "light" class and therefore they won't have to

work as hard. As one student in the Rl survey commented:

"It's the same amount of work of any other course, but we

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have to do it alone, without lectures and explanations from the teachers."

In response to what may have been a case of "mistaken identity" of this sort,

Chris called an "emergency class meeting" on campus. He found that students were not

participating in group activities and were having difficulty planning their work

assignments. Sophie also held an "emergency meeting" on campus in lieu of time online,

to help students with study practices, homework planning and scheduling and to reinforce

what needed to be completed to achieve learning objectives. This is significant. Students

do not instinctively know how to create a self-directed study process. After years of

receiving prompting and reminders for when their assignments are due or hints on where

to look for answers, students expect more of the same regardless of the learning space. In

order to help students, Chris posted a homework schedule to remind students of

upcoming assignments, due dates and other information that would help them complete

their work.

Encouraging students and providing direction is important. But if students don't

see a problem with their self-efficacy and self-management they will not take steps to

improve these skills and will continue to rely on faculty to "hold their hands". In

anticipation of her students' need to be led, Carol planned to follow up frequently when

assignments were due to ensure that they were handed in on time. This is illustrated by

her comment:

"The issue will be on them being able to use a web-page, what they have to do every week and make sure they actually do it every week. I'll probably put in the stuff maybe a week in advance so they don't go farther than the rest of the class, too fast and as soon as the week is over, just withdraw it."

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Initially it makes sense to check in with students .a little more while they adjust to

the new environment. This provides "training wheels" of sorts. But eventually students

need to be able to direct themselves. Part of the focus for faculty teaching online is to

help students develop and fine tune independent, self-directed study habits. Otherwise

they will continue to rely heavily on teachers for prompts regarding deadlines and hints

on where to retrieve data important to their research as opposed to taking the initiative to

conduct the search on their own. Failing this students often become frustrated, assume

that they are not able to learn and withdraw.

If students can be provided assistance to develop the appropriate practices and

habits (i.e., study skills, technical skills, time management and planning, etc.), they will

be able to improve their own capacity for learning, their contributions to the online class

will also be of higher quality and the likelihood of their continued participation increased.

Round 3 (R3) of the student surveys revealed that students found the subject

matter in the online courses interesting. They enjoyed the ability to work from home and

the online discussions. But they did not like the amount of work and reading to be done,

unreliable team mates, lack of face-to-face interaction with both the teacher and

classmates and the number of technical applications they needed to learn. Students liked

the flexibility of not coming to campus for class, but they did not want to "pay the price"

for the independent nature of the online environment. Note the contrast between (A)what

students liked about the online course with (B)what the same student did not like about

the online course:

A: "I don't need to go to class and I can do everything on my own time." B: "That I am not able to see the teacher all the time".

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A: "We have more freedom." B: "Less contact with the teacher."

A: "You don't have to go to class."

B: "If your teacher talks in front of me, I'll understand better."

Introductory sessions on what is involved with online learning could inform

students on what to expect and help them determine if they are able to thrive in these

types of environments. Furthermore students could benefit greatly from coaching on

metacognitive strategies which would increase their capacity to learn regardless of the

model of education delivery. These could be slated as orientation sessions or entry level

courses for online programs.

Participation in Online Distance Education

Unexpected Rewards.

Often faculty that teach online learn new strategies that they then bring to their

face-to-face classes. In addition to ideas that were generated through their "re-thinking"of

the lesson plan and becoming more familiar with technology, VHP faculty also learned a

few "tricks" from their online students. In the middle of the semester, during the

implementation stage of the VHP, faculty shared several "surprises" and benefits from

their experience in the online environment that could apply to teaching in general. For

instance Anne learned to use different word processing techniques. Reviewing

assignments and adding comments online helped her save time and provide rapid

feedback to students. Also when she prepared her class materials (e.g., readings) she

often used online sources and posted them on her website for easy retrieval. The "cut and

paste" option made it easier to create examples using different sources. These are basic

word processing features that can be used by teachers whether the class is delivered face-

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to-face or online and are not ground breaking practices in online instruction. Nevertheless

their discovery and use increased this teachers' confidence with using technology. She

became very interested to see what other tools she could use to enhance her classes and

engage her students and even talked about investigating the use of film/video for the next

term. This particular teacher may or may not continue to teach online once the VHP has

ended, but her perception of technology has changed and will influence her opinion of its

use for teaching in general.

Sophie also shared a "pleasant accident" which occurred as a result of the students

in her VHP course taking a more independent approach to studying. Part of the

requirements of Sophie's standard course was to view films/documentaries and analyze

and challenge the issues portrayed. Students would view a film in class and the teacher

would be the one to facilitate the follow-up discussion. With the VHP courses students

were expected to view the films at home. Without any prompting some students invited

family members to join them, while "taking on the role of the facilitator" to explain the

themes. Students were creating their own "meaning" and they would share their insights

during online group discussions or during the on-campus portion of the course. Sophie

discovered that this type of exercise encourages independent study practices from which

any student can benefit, even the teacher. When faculty permit students to take initiative

in the creation of knowledge they are often surprised at the ingenuity that surfaces.

Furthermore if faculty acknowledge and reward these types of behaviors, students will

continue to come up with creative ways to construct meaning.

Another "aha" for Sophie was that the online format provided her with the

opportunity to slow down and track individual students' progress on the learning curve.

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In her Pro-Forma course, they were reviewing the basics of teaching (i.e. moving students

through the levels of learning, to knowing, to understanding and then to thinking, some

hand holding and supporting). Sophie admitted that she traditionally tended to "get ahead

to the thinking portion". The nature of the online environment provided her time to

consider students' inquiries and comments before responding and leading them to the

next level of development. Ironically the "distance" factor with its opportunity for

collaborative discourse over extended periods actually brought her "closer" to her

students.

Chris also collected experiences from the VHP that he could apply to his other

classes. When asked if he believed that the online experience improved his teaching

skills, Chris responded:

"Yes, I think it did in the sense that I discovered another field in which learning can take place. This field corresponds to a different environment that forces me to think differently, to approach teaching from another perspective. This new regard allows new ideas, new techniques... The improvement of my teaching skills happened during these numerous moments of reflection and brainstorming that lead to creation of 'new' learning activities or new ways to support learning.

Chris found that he used a "problem-solving" approach in his hybrid online course more

so than in his traditional face-to-face course. If the students in the online environment

were benefiting from the opportunity to explore different strategies of learning, then this

approach might be effective for students in the face-to-face class as well. He intended to

incorporate more learning objects encouraging the development of collaborative work in

his face-to-face classes in the future.

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One of the outcomes of VHP faculty developing and facilitating their online

courses was the enhancement of their teaching practices. Learning how to use technology

can help faculty save time. Their ability to communicate with students more efficiently

through email promotes trust and creates a forum for an extended community of learning.

This can be further enhanced in hybrid courses with in-class discussion and exercises.

"Slowing down" and reflecting before responding to inquiries is important to developing

constructivist teaching and learning. And instructional strategies that promote student

involvement in the creation of knowledge help to develop independent study practices

and raise the bar on what students can achieve.

Course Design... Less is More... where the number of activities is concerned.

Each of the VHP faculty members started their online course designs by

reviewing the lesson plans from their face-to-face classes. Since the core objectives of the

courses would not change, knowing 'what' they wanted to achieve was straightforward.

The challenge lay in 'how' to go about achieving it.

As we have seen from the literature (Paloff & Pratt, 2001) faculty often try to

replace their classroom techniques step by step as opposed to designing the course with a

virtual mindset. Decisions intended to help the students grasp course concepts and

facilitate understanding can result in overwhelming them and reducing their desire and

ability to learn. For example the "distance" factor of the online course does not initially

give the impression that teachers can monitor or coach students. In an attempt to

compensate for the lack of "physical presence", faculty sometimes become over zealous

with the amount or type of activities they assign to ensure that students will grasp the

concepts. Ironically the teachers' tendency to want to help students to engage in the

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course and "get" the concepts by providing multiple activities, sometimes becomes the

reason that students disengage. They become overwhelmed by the number of exercises

and/or the mix and complexity of media used. For instance Chris approached the prospect

of online instruction using a virtual toolkit as an opportunity to learn new skills and

enhance students' educational experiences. He was very eager to investigate several

suggestions for different types of activities (e.g. films available through different TV

networks, Jeopardy software for study guides and mini tests, etc.) He responded "if you

ask more, you get more" when deciding on the number of exercises that he would include

in the hybrid online course. But he also wanted to make sure that he did not prepare too

many activities. Depending on "how much more" is being asked, students trying to adjust

to the new environment could become confused, feel inadequate and disengage or drop

the course altogether.

In an online environment the responsibility for learning falls to a greater extent to

the student who more than likely is not accustomed to this approach especially if he/she

has not previously taken any form of independent study courses. In the end faculty's

good intentions of providing multiple activities create problems with workload and time

management for both themselves and their students.

According to survey results, students in general seemed satisfied with the subject

matter. Comments from Rl and R2 of the surveys indicated that they found course

content:

"...quite interesting and informative. I particularly enjoy the discussions on global warming and politics."

"It is relevant to life and quite interesting.. .it deals with topics based on my program, which is science."

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" The content is interesting and new to me. That's why I like this course and why I took it."

However, Round 2 (R2) and Round 3 (R3) of the student surveys conveyed that students

believed that they had too many readings, and too many technical applications they

needed to learn. Students found themselves at times having to open multiple sites in order

to complete an exercise. Comments from R2 of the student surveys included:

"Please centralize course information on one site, not spread over 4-5 different, independent sites.

"We should not be using more than one, perhaps two websites for class work and/or homework. I spent more time searching for class materials online than I did doing the homework itself."

Managing multiple activities and "trying to get everything done on time" takes

away from the quality of the learning experience. When students are able to spend

sufficient time to reflect and to challenge the concepts they are exploring "deeper

learning" as opposed to "surface learning" is possible.

Promoting Interaction for Students.

Faculty participating in the VHP were especially concerned about students' ability

to interact with one another and themselves in the online environment. The nature of the

virtual classroom does not suggest easy assessment of students' "personalities" or learner

style preferences through physical presence, body language cues or facial expressions.

Chris shared what he felt was a challenge related to sensing how his students were doing

"in class".

"The difficulty to establish personal contacts, personal impressions (students that arrive always late or always prepared or that are "funny" or silent-sad can be "filed" in a certain box in my mind. Students that daydream can easily be noticed quickly and questioned more or differently to keep them on the edge. I "see" and feel when a student has personal problems

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(they can arrive crying to the course) and I can react accordingly. These aspects may not seem related to teaching, but they are very much to learning. Physical distance will create the fact that I won't know them as well, I won't be able to read them as well despite the fact (or because) I will almost only be reading their production."

Carol echoed his thoughts.

"I think there's just the personal interaction that will be very very different. It's more limiting in an online course. So that's really the main difference that I see. .. .Not being able to see their eyes when you teach and see how they react and see if they frown or not and stuff like that. I will probably see enough of their personality through the work that they hand in, but you don't get that one-on-one contact as often as you would in a classroom."

And so did Sophie.

"There will not be positive flows of energy and or immediate symbiotic feedback that students can experience when they are exploring a concept or new idea in a discussion (replete with body language and eye contact) that is face-to-face and in real time."

"Distance" factor may increase participation. While faculty feel that not

"seeing" their students proves limiting, the opposite maybe true for students. Chapter one

tells us that shy students are more apt to contribute to "discussions" in an online

environment than in a physical classroom. The VHP survey results revealed that although

students missed seeing their teacher (Rl) they felt less intimated communicating online

and thus were more likely to participate "in class" (R2). The perceived neutrality of the

online environment helped them overcome their shyness and share their ideas. In fact

Anne discovered that students in her online course versus those that attended her course

taught face-to-face interacted more often. It appeared that the online students felt "safe"

to ask questions. Anne wasn't sure if it was because they believed they had the "right" to

communicate more frequently, or because they had gotten to "know" her better through

the group chat sessions and one-to-one email communications. And although the

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momentum of correspondence slowed after the mid-term break, Anne still observed

greater participation from online students challenging the stigma of "isolation" often

associated with online environments.

Group discussions. Very often faculty may interject their opinions and comments

during online group discussions with the intent to "help" and keep students "on track" as

opposed to letting them explore the material. Instead of providing the "correct answer"

faculty should set aside the need to fill the "silence" and ask reflective questions

encouraging students to share their own discoveries. Faculty may even develop creative

ways to include students. Anne for example took transcripts of the online group

discussions, added her own comments and redistributed copies back to the students so

that they could review the different perspectives presented by their peers. In this way

students could reflect on the discussion after the group had met online. Students

expressed they appreciated this technique of sharing different viewpoints. It made them

feel they each had equal voice and they were part of the group. Furthermore the

transcripts contributed to the class notes.

On-campus communications. In addition to "getting to know students through their

work" and their online exchanges, the structure of the hybrid online courses with 30% of

class time spent on campus offers a partial solution to faculty trying to get an impression

of their students. If teachers take the opportunity to facilitate group discussions or

exercises during the "on-campus" classes, they will be able to make their own

assessments as well as encourage the building of trust amongst the students. The

"relationships" developed on campus can then hopefully be transferred to the online

portion of the course. However, if the on campus portion of the schedule is used strictly

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for administering exams or viewing films, there is limited opportunity to encourage face-

to-face interaction.

Another option to promote interaction is to schedule personal time with students

either via phone or through on-campus office hours. Carol planned to make herself

available during specific office hours. Students could meet with her at her office or online

where they could email or contact her via telephone.

"But I'm hoping to do my office hours on the phone a lot, so when we're not in the classroom that time that's been scheduled for the class will be exclusively available to the students so they can reach me by phone. So hopefully we can have a bit more of an intimate relationship that way, rather than just emailing all the time. Which email is fine, but sometimes you have to go beyond. Because we tend to be lazy when we email and write only half the thought or shorten our thoughts a little bit. So that's really the difference that the communications will be different and we will both, the students and I have to adjust.

Although studies show that email communication between teachers and students are

favored to supplement other forms of communication (AFT, 2003; McGraw Hill Study,

2006; McGraw-Hill Ryerson, 2006) emails are not always clear. Accurately explaining or

describing something in writing may take several attempts and take up more time than a

face-to-face meeting.

On the other hand online communications provide numerous opportunities to improve

writing skills. If students are coached on writing skills and given feedback regarding

email etiquette the number exchanges to effectively communicate can be reduced saving

both faculty and students time.

The nature of the online environment requires that faculty and students who might

otherwise interact in face-to-face settings have to adjust to different modes of

communication. Initially this may be perceived as a drawback of the online environment.

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The inability to observe cues and body language creates insecurity about the authenticity

of exchanges. How can we trust who we cannot see? On further examination however,

online communication promotes improved writing skills and reflective practices which

allows us to convey our messages on a deeper level. Online group discourse is probably

richer due to a greater cross-section of opinions from a higher number of participants.

And in the case of hybrid programs, opportunities to meet face-to-face can be designed to

be more meaningful because they are more the exception than the rule.

Faculty Workload and Time Management.

"Instructors in the online arena will find that the time needed to deliver this type of class is two to three times greater than to deliver a face-to-face class, especially as they develop and deliver a course for the first time." (Palloff & Pratt, 2007, p. 73)

There are several misconceptions about the time involved to conceive, design and

implement an online course, especially when the technology to be used is new or

different. Research has shown that it takes in the order of magnitude of 10 hours of work

to create 1 hour of instruction. This does not take into consideration training on new

software, running into technical glitches or the actual implementation of the course which

brings its own challenges. But anticipating and actually doing are two different things. It

was not until the launch date of the VHP courses was drawing nearer that faculty felt they

were going to be pressed for time.

During one of our work sessions Chris spoke to us about his struggle with time

spent on course objectives and the integration of technology.

"Well it's just that I have to think about two aspects: the technology for one and the traditional one also. I am preparing the course just like I would with the traditional course. What I mean is that I have to

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plan for text and exercises and stuff like that, but also I have to add this technological aspect that adds more concerns."

Not only does the development of the hybrid online courses take more time but

management during implementation can also require extra hours. Despite the reduction in

class size, VHP faculty and students still needed time to get used to working and

communicating in the new learning space. As an example, the first three weeks of the

VHP online courses faculty were experiencing challenges with delays on homework

submissions. Students were not reading their emails or checking when homework

assignments were due or coordinating with team mates on group assignments. Students

also needed assistance using software applications such as Inspiration® to create concept

maps. And then there were the difficulties with the FirstClass® email system which was

not performing as needed. Teachers complained about "losing" students online and

decided to switch to either MSN® Messenger or Hotmail for emailing. These types of

difficulties can arise at any point in time. They are "class management" issues that are

exacerbated by the "distance" factor. When technology "shorts out" during a traditional

in-class demonstration or presentation, the faculty member can still continue using

alternate "old tech" tools such as marker or chalk boards, texts or flip charts. In the case

of an online distance education course, once the hardware breaks down or online

connection is cut or the software does not work, the instruction is terminated only to be

resumed after technical difficulties have been resolved. Because online courses are not

limited to a "window" in time during which the student can attend class, there is some

flexibility, especially when the course is delivered in a hybrid format and students can

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meet face-to-face intermittently. However the ability to react and adapt the course

structure again requires time.

Teachers want to help their students. They want to see them succeed. The VHP

faculty members were no exception. They were very concerned about their students'

ability to adjust to the online classroom. When asked if he was more worried about his

online students than his face-to-face in-class students, Chris responded that it was

actually easier to keep track if they were doing their work online. His common practice

was to leave FirstClass® open for Chat at night while he was working on the computer.

He explained there were many times when he heard a "ding", followed by an open

window on the screen containing the phrase "Sir, are you there?"

Often faculty behavior contributes to the expectation that they are accessible 24

hours per day, everyday. Chris' students became aware of his tendency to "be there" and

so often contacted him in this manner. This practice provides security to the students, but

unless certain time is set aside for "online office hours", the expectation that faculty are

always there to respond is reinforced. This can complicate matters from a time

management and planning perspective.

An underlying attraction of online courses is the extended period during which

communications can occur. Course postings are available in advance and groups can

interact synchronously as well as asynchronously. However this extension of time must

also be anticipated and planned for. In this way expectations about timelines for feedback

and communications are clear for all concerned. For instance results from the surveys

showed that some of the students expressed concern on turn around and feedback

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partially because of actual delays on the part of the instructors and partially because of

their expectations for "immediate" feedback.

When students believed that they can reach faculty at all times, it gives them a

sense of security, but it also creates "communication anxiety in relation to delayed

responses in an asynchronous environment" (Harasim et al, 1995, p. 15). Although

teachers should log in to follow up with students and make their presence known,

defining parameters upfront regarding "online meeting times", response times and "office

hours" can help to set expectations and in turn improve communications.

Comment on Time Management for Students.

We've spoken about students' changed perceptions of themselves as good time

managers and repeated their comments that the online courses presented too many

readings or too much work. Very often novice online learners expect the virtual course to

operate in the same way as courses they have taken on campus. They do not plan ahead to

complete their readings, or be available for group online discussions. Nor prepare

contingencies for problems that may delay their ability to get their work done on time. As

such they turn to the teachers for more assistance and become frustrated with delays in

response. Clarification of students' responsibilities in an online course is very important

and often overlooked. Understanding the challenges of the online classroom, the self-

discipline and organization that is required should not scare the students but help them to

be prepared and make the most out of the online experience. To this point upfront

training/orientation and additional support available throughout the term will go far to

address time management issues for both the students and faculty.

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Capacity for Change

Communities of Practice

In addition to support available through the LITC and the colleges' web-master

VHP faculty, the student intern provided design assistance and made recommendations

re: instructional strategies and possible learning objects.

Although there were numerous meetings with faculty, especially Sophie and Chris,

troubleshooting sessions with all four of the VHP faculty members present could not be

coordinated during the first three months due to teacher schedule conflicts and workload.

Developing the online courses themselves demanded a great deal of time in addition to

the regular teaching load. As such faculty while trying to achieve their respective

teaching objectives, did not see an immediate benefit to meet as a group.

These were missed opportunities to exchange ideas and best practices with "near-

peers".

"Just as students gain from collaborative learning, faculty members also gain from group discussions of common problems and from joking and interacting with their peers." (Harasim, et al, 1995, p. 163)

Group meetings or work shops could have enriched the learning process and

reinforced faculty confidence with technology and facilitation of online environments

prior to "jumping in" and actually teaching online. Individual one-to-one meetings are

effective in addressing course specific issues, but the more general course design or class

management topics would have benefited from the exchange of ideas and concerns early

on.

"Solutions must come through the development of shared meaning. The interface between individual and collective

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meaning and action in everyday situations is where change stands or falls." (Fullan,2001, p9).

It's not that faculty did not believe in the value of training. Chris for one believed

that teacher training in the uses of technology for learning was critical to the successful

implementation of an online learning initiative. He spoke about a retired teacher that had

become his mentor and with whom he had had many discussions about the possibilities

that online instruction offered. But the challenge lies with setting aside the to time meet

as a group; to build off of one another's experience and know-how.

Learning communities are made up of individuals with different levels of expertise

which can be shared to benefit others within the group. The value of developing

knowledge and skills through the exchange of personal experiences by participants

cannot be overstated. Successful communities of practice are very much like mentoring

groups in that they depend largely on encouragement of mutual respect and natural

exploration of personal practices and challenges.

The community provides a safe place to support and challenge one another building

trust amongst its members and reinforcing their motivation to participate in the change

process (Fullan, 2007).

Although meeting as a group takes time, the exchange of issues and ideas will

help to construct a lexicon of skills and practices, avoid duplication of effort or

recurrence of similar problems and develop a strong resource base to support the

initiative long term. Furthermore the social aspect of sharing with others facing similar

challenges provides positive reinforcement and reduces the feeling of isolation that is

often felt by teachers in online environments.

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Once the VHP faculty actually had a chance to come together and exchange ideas

with one another on ways to improve online instruction and learning, their level of

excitement about the online courses seemed to return to the original enthusiasm observed

at the outset of the project. Two weeks prior to the launch of the hybrid online courses all

four VHP faculty members met for a review session with the student intern and I. The

object was to share insights, concerns, strategies and tips and learn from each others'

experiences leading towards a community of practice. The first 5-6 weeks of the hybrid

online courses were defined. Faculty still needed to make decisions about

"housekeeping" items such as whether they should deviate from the specified schedule of

on-campus versus online days for their classes or how to organize students into groups to

facilitate increased student-to-student and student-to-teacher interaction. They were

debating whether evaluations (i.e. examinations and tests) should be held during on-

campus days or administered online and whether to use peer review as part of their

evaluation scheme. It was apparent that the opportunity to exchange information and

share technical skills provided reinforcement for decisions already taken. Providing

suggestions for new ways to tackle challenges was the beginning of a "community of

practice" which could support their efforts through implementation of the hybrid online

courses. Faculty agreed to meet again to share experiences and ideas on instructional

strategy, work load and time management and the use of technology. They also agreed to

share documentation such as a list of technical "how to's" for the students. Faculty still

anticipated that there would be issues (either breakdowns in technology or weaknesses in

design or students that could not adapt to the new environments), but as a result of the

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group discussions they seemed more confident about being teachers in the hybrid online

learning environments.

In their roles as teachers faculty are often regarded as the expert or the guru.

Having to essentially ask for help on "how to teach" in the new environment is difficult.

But once they share their expertise on technology or study aids and obtain hints for class

management or time management they are less resistant to participate.

Ironically availability of support is one of the extrinsic factors faculty have rated

as being important to participation in online distance education. But multiple obligations,

responsibilities and workload often limit the time available to attend workshops, group

meetings or logging on to online mentoring forums. As such faculty release time should

be strongly considered for the development of future online initiatives, especially for first

time instructors.

"The total outcome of knowledge acquired and shared is far than what would be generated through independent, individual engagement with the material. The bonus is the newly developed sense of self and sense of empowerment that accompanies the process. The power of community is great. The power of a learning community is even greater, as it supports the intellectual as well as personal growth and development of its members." (Palloff & Pratt, 2007, p. 232)

Communities of practice require that individuals come together to exchange

knowledge and skills but in the long run save time and effort. They are the not-so-secret

"secret weapon" of organizations/institutions who successfully implement innovation. In

fact the sustainability of innovation longer term requires the continuance of these types of

practices which build a network of mentors and on-site "experts" and improves the

organizations' ability to respond to issues rapidly and effectively.

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Student Preparation and Support.

There is sufficient research (Palloff& Pratt, 2001) to support that the successful

online student is typically more independent, self-disciplined and self-directed than

students who otherwise rely more heavily on instructor guidance and coaching. Students

new to online learning and who are used to or prefer different learning strategies may

find the online environment intimidating. To address this, many institutions who offer

online courses also provide orientation workshops and even promote a student online

readiness questionnaire to help identify potential problem areas.

In the VHP classes students were able to see one another for a total of 3 hrs

during the first week before working together online for the next class and then meeting

again face-to-face. The orientation/introduction to the courses included a review of the

syllabus, the evaluation scheme and testing some of the software that was going to be

used (e.g., course web-site, FirstClass® email, CAN-8®VirtuaLab™ and course specific

tools such as Inspiration® and Google Earth™). The 70/30 hybrid on-campus/online

schedule would ideally allow for students to develop rapport before entering longer

periods of online collaboration. But what can be accomplished during the first one to two

classes? If most of the time is spent orienting students to the course syllabus, software to

be used, etc., the opportunity to develop some basic contacts with the other students is

reduced. If standard software is used, perhaps the orientation to technology could be

done outside of class. Just as purchasing texts are a requirement, orientation to the

software could also be listed as a requirement for the course. This would free up class

time for group exercises, allowing the students to interact in the face-to-face

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environment. Furthermore if the number of applications is limited than the time that

students will need to adjust will be more manageable.

Students who have never participated in distance education courses more than

likely have to undergo several levels of adjustment. The time required to learn how to use

different software is compounded by also having to become comfortable with

independent study practices, let alone learning course content. As such the learning curve

at the outset is steep and students could benefit greatly from coaching on independent

study skills, writing skills, planning and time management as well as workshops for use

of the course management systems and software applications.

Administrators could build on the existing student support systems and programs.

The existing student Learning Center or even the LITC may be a good repository for

online practice and study skills. Incorporating an orientation workshop for students

registered in online courses and providing a online "drop-in-center, perhaps even

assigning an online mentor will go a long way to reducing the feeling of isolation for

students and permitting faculty to concentrate on facilitating the acquisition of

knowledge.

Beliefs, Experience and Change.

According to Fullan (2001) change in education is a "multidimensional

innovation"; a three legged stool of sorts, involving 1) change of instructional approach

(e.g. instructional strategy and activities), 2) revision of materials (e.g. course materials

and/or technology), and 3) ultimately a change in assumptions and beliefs about the

innovation. Faculty participating in the VHP learned to change their approach to teaching

despite their initial reflexes to emulate their traditional instructional strategies. They

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learned to use new software and develop different learning objects to engage students and

provide them exercises with which to construct their own meaning. Their perception of

what could be accomplished in online environments changed, although to varying

degrees.

Anne and Chris had both been intrigued by the hybrid online courses and believed

that online distance education was an important part of the future of academic

institutions. Although they were well aware of the hurdles that still needed to be

overcome before a smooth implementation of hybrid online courses was possible, both

indicated that they would like to deliver their subject matter in the hybrid online model

the following year. Chris wanted to see if he could improve his "game" and Anne was

going to investigate alternate methods for presenting learning objects. Their experiences

reinforced their beliefs of online teaching and learning.

Sophie's response was different. Early on in the project she had shared that she

was "fundamentally opposed to online learning". Based on her observations of another

academic institution she recounted "Many an institution who have gotten 'curriculum up

and running online' no longer hire teachers, hire facilitators.. .all in the name of

efficiency...and cost cutting." However she agreed to participate in the pilot in order to

draw her own conclusions.

"I am a people person. So I'm not sure that as a teacher I am going to like this. I'm not saying I won't or I will,

but I don't know that I'll ever want to do another one of these."

By the end of the term she had made her decision. Although she admitted to

seeing the potential for high quality online courses Sophie remained sensitive to

prospective jobs lost due to "packaging" of courses by content experts and facilitated by

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lower salaried instructors. She felt she had learned a great deal through the process of

developing the online course. However, she believed that the hybrid online format was

not appropriate for her subject matter nor did it suit her instructional style. Furthermore

she believed that students were not ready to be independent learners.

Whether online teaching and learning "fits" an institution will depend to a great

extent whether its members believe it fits them. Not all teachers want to teach or are

effective facilitators of online learning. This is not a failure in the project or a weakness.

Administrators of the VHP hoped that participating faculty would fill the roles of

"early adopters" which could act as spokespersons for the hybrid online initiative and

help to build the critical mass, which in addition to "champions" or "influential leaders"

is so important to its continuation. However if faculty despite a relatively positive

outcome do not continue to participate, it does not mean that progress has not occurred or

that they do not contribute to the change process. For instance when faculty apply new

skills learned through the facilitation of the hybrid online courses (e.g., different learning

objects, use of peer reviews, collaborative exercises, online forms of communication,

word processing techniques, etc.) to enhance class management or instructional strategies

they are essentially effecting change. And by example or observational modeling, are

influencing their peers.

The adoption of innovation can often be likened to a "trickling" affect rather than

a flow. We have to remember that change does not occur sequentially or on a linear

schedule. It is a painstaking and often not easily measured process that relies heavily on

the willingness of individuals to continuously challenge their own beliefs and experience

development "in use". And amidst all of the challenges there can be progress. If anything

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"smooth implementation is often a sign that not much is really changing" (Fullan, 2007,

p. 123)

Learning from the Past.

The VHP was intended to run for a two-to-three year period. And although there

was no formal "formative evaluation" process through the first year debriefing sessions

with faculty during and at the end of this research effort identified some important issues.

At the end of May, 2006 VHP faculty compiled a list of practices that they would

"keep" or recommend for future hybrid online courses. Many of these had to do with

course design and choice of applications for content. For example concept mapping

exercises and summary writing exercises or online chat transcripts sent back to students

for review. Other recommendations involved the administration of the hybrid online

courses, such as inter-departmental promotion and scheduling. For example changing

class schedules from twice per week to once per week and from daytime to evenings

(e.g., between 6-9 pm). This would provide access to students who work during the day,

and facilitate their availability for "in-class" group discussions.

They also suggested student orientation to online learning and coaching and training

for optimum utilization of the online environment for both teachers and students. The

formation of support groups or communities of practices was also identified as beneficial.

For the continuation of the project they suggested broader involvement from all the

college's departments and outlined the importance of engaging the Vanier College Union

and services such as Learning Center and Library and Information Technology Center

(LITC) to encourage college wide support and coordination of resources. Finally they

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stressed the assignment of a "formal project leader" and/or advisory, council to oversee

and coordinate the project and report back to the college administration.

The VHP for the most part used the existing infrastructure to test an idea. The first

semester that the courses were implemented confirmed some expectations and provided

new insights. Continued development of the initiative will require a review of the lessons

learned (i.e., what worked well and what did not) to see which actions should be taken in

the short term. Although still in the early stages of implementation, the initiative would

benefit from a formative evaluation process to track progress versus objectives and record

intended as well as unintended outcomes. In this way information about the VHP is

captured in a time frame when adjustments can be made allowing for the continued

evolution of the implementation process.

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CHAPTER 4

Conclusion

Through Experience We Learn Anew

In the fall of 2005 four faculty members at Vanier College began the design and

development process for hybrid online versions of the courses they taught. Their initial

impressions ranged from excitement about the possibilities of online education to concern

about what it would mean for the future of teaching and learning at the institution.

As an individual report this study provides the participants of the project with a

"lexicon" of "watch outs" and improvements for their continued exploration of online

teaching and learning models. As part of the collection of research studies on faculty

transforming their lesson plans from face-to-face environments to courses delivered in a

predominantly virtual setting, it confirms many aspects we already know about online

education and serves as a reference for other organizations interested in evaluating

similar models.

The first year of the pilot project did not see any impact on the college's

completion of schooling or Academic Success rates, but "trialing" the concept using the

existing infrastructure provided the administrators and faculty the opportunity to learn

about managing and teaching in the new environment. The experience of the participants

created a knowledge base which will help to answer questions of whether online models

of education "fit" the college.

Many of the lessons learned by the pilot project participants are consistent with

what we find in the literature. For instance we know that online courses, even in a hybrid

format (e.g., 70/30) require more time for planning and execution than the same courses

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delivered in a traditional face-to-face environment. The pilot project faculty learned that

the transition of their face-to-face lesson plan was more than a matter of choosing

computer mediated learning objects or when to schedule group online discussions, it

required the time to reflect, or as one faculty member explained "to work through the

course"; to transform it.

The value of upfront training and the benefits of communities of practice are often

repeated throughout the texts on how to support the development and delivery of

successful online education models. But workload issues and multiple responsibilities

limited the time that the VHP faculty were available for group work sessions. Eventually

they learned that meeting with peers can actually save time especially when common

applications such as the creation of study guides or technical cheat sheets can be shared

or when exchanging ideas on class management or how to use certain software.

We are reminded that an increased number of applications and uses of software

rather than enhance the learning experience can overwhelm students. Furthermore it has a

direct impact on the training requirements, workload and time management for both

faculty and students. "Less is more" is a good rule of thumb for course design, with

emphasis placed on the need for faculty to pass some of the responsibility of the

teaching-learning process to students. But most students, especially those participating in

online courses for the first time, are unprepared for this. First of all they are often

unaware of what it means to be an independent learner and the expectation that they are

more than just recipients of information. Secondly their self-knowledge of their study

practices is based on different models of learning, which are typically not effective in

online learning environments.

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This brings us to the next strongly recommended practice, which is the

availability of training and support for both students and faculty. Training not only in the

use of software applications, but orientation to what it means to participate online and

techniques for planning and time management. Coaching students on how to effectively

"show up" and participate in class is as important as coaching faculty with their online

facilitation techniques, especially given the natural tendency to revert back to traditional

roles as teachers and students under stressful conditions.

The fact that measures to avoid or reduce the impact of these lessons have already

been written about, makes them no less valuable for the project participants. Much of the

success of adoption of any innovation depends largely on the perception of members who

take part in it. Experiencing the challenges of the pilot project was necessary in order for

the participants to make value judgments about the complexity of the process, its impact

on students and the available support infrastructure.

Change Initiative or Learning Initiative?

Capturing lessons learned and discussing alternative actions for the future is

important for the continued development of an initiative. As long as the discussions lead

to some form of mobilization. But unless the lessons learned are evaluated and where

feasible applied, the pilot cannot achieve its potential. The beginning of an initiative

usually involves a period of clarification and verification as participants test the

parameters and define their roles. For the VHP this could mean the first 2-3 years where

participants continue to fine tune their instructional techniques, update different

technology, form communities of practices and provide student support services for

online learning.

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A formative evaluation process to assess where the implementation of the hybrid

online courses is effective and where it is weak can be part of that

clarification/verification process. Eventually if the members of the institution determine

that there is value in sustaining hybrid online courses as part of the curriculum longer

term, there will be a need for a more formally coordinated and integrated plan with

agreed to e-learning objectives, choice of technology, commitment of resources, criteria

to evaluate progress and timelines, etc. (Haddad, 2002). Ideally the plan would be part of

the institutions strategic objectives and coordinated across different departments,

especially with respect to policies regarding release time, intellectual property, teacher

training and support and student preparation and support for online participation. The

involvement of other departments can result in increased resources to support the

initiative as well as insights to optimize existing processes. Planning and collaboration

with faculty (e.g., scheduling of courses, selection and use of technology and group work

and coaching) can help to optimize the use of technology promote efficient work

processes for faculty, and facilitate access and adaptability for students.

Again, this also depends to what extent the administration wants to "control" the

diffusion of the idea. There is a fine line between creating an infrastructure to support

education delivery and telling faculty how to teach their courses. That being said

unwillingness or the inability to take the lessons learned from the VHP and translate them

to future states reduces the likelihood of the innovation to be sustained.

If the Pilot Ends, Has it Failed?

Very often when initiatives result in unintended outcomes the champions and/or

participants feel that they have missed the original mark and nothing has changed.

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.Whether the institution decides to fully adopt the innovation or not, the process of

evaluation already contributes to experience and growth. Even if the hybrid online

initiative is discontinued or delayed subsequent to its initial 2-3 year test period, those

that were involved with the implementation will have expanded their skills and increased

their confidence in different teaching and learning conditions.

The administrators of the pilot project believed that innovation was necessary not

only to help address the needs of students, but also to achieve strategic educational goals.

They believed that even the modest of trials could attract interested parties and begin to

demonstrate whether or to what extent hybrid online models of education delivery was a

good strategy for the college. By overcoming the challenges of re-inventing their roles,

learning how to use technology and different instructional techniques, managing logistics

and new work processes, the participants of the pilot project achieved progress in areas

originally not anticipated.

Opportunities for Further Research

This case study looks at the first year of the hybrid online pilot project and as

such is limited to issues related to the clarification and verification process of the

initiative. An evaluative research effort that follows the progress of the pilot project in the

future could provide longitudinal data and illuminate issues that arise through the

progression of an initiative as it moves from the early adoption stage on to full

implementation.

Another area where research could contribute is in helping faculty and

administrators better understand what aspects of online learning students translate to

other learning situations. For example students may experience improvements in

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computer literacy through, use of different software and frequent online exchanges. They

may even learn how to better schedule themselves to be able to keep pace with the online

format. And they can build confidence with their abilities to ask questions and reflect on

concepts learned in the class. However this does not give us information on what or how

well they transfer these skills outside of the hybrid online class to other learning

situations. If we are attempting to facilitate life long learning skills it is beneficial to

understand the implications of online participation for students in the long run.

How to Answer the Research Question

This research effort aspired to explore the experience of change faced by a small

group of faculty members and their administrators as they evaluated the feasibility of e-

learning at the college through a pilot of four hybrid online distance courses. The intent

was not to offer a fool proof guide to online distance education program implementation,

but to stimulate dialogue about, "What factors need to be considered by administrators

and their faculty when trying to determine if and to what extent online distance education

'fits'their institution?"

Through the experiences of the pilot project participants we have seen first hand the

practical aspects and the mechanics involved in adapting to teaching and learning online,

reinforcing their importance for effective facilitation of quality online education. But this

research would not be complete if it did not underscore another aspect that was raised

earlier in the discussion. Understanding why the pilot project was designed as a

"skunkworks" is as important to answering the question whether online education fits the

institution as is learning about the tactical aspects of implementing the online courses.

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The literature tells us that change within an organization requires an "unfreezing"

of the core beliefs of members of that organization, the opportunity for individuals or

groups to experience what the change might mean for them, a re-evaluation of their

beliefs and then with a new perspective "refreezing" (Wirth, 2004). But this cannot

happen all at once. Change occurs over time. And effective evaluation of an initiative

requires an institutional culture that promotes the open exchange of different viewpoints.

Although the hybrid online pilot project was originally designed within the Career

and Technology department, does not mean it is of no value to other departments. But

because other departments were not part of the decision to initiate and the process with

which to evaluate the outcome, they may rightfully question its ability to achieve the

objectives. On the other hand the expectation that everyone has to agree to the concept in

order for it to be tested is unreasonable. "Paralysis by analysis" has often caused

organizations more difficulties than the willingness to take risks in order to gain

information so that the benefits and constraints can be better understood.

Fostering an environment where opposing viewpoints are dealt with on a

collective and constructive basis (i.e., taking an institutional as well as a departmental

approach) is difficult. But it provides the opportunity to gather different perspectives and

increases the likelihood of mitigating factors that would deter innovation once it's

underway. Let's consider selection of technology for online courses as an example.

Instead of one department determining the "technology of choice", representation of the

needs, expectations and questions from different departments working in collaboration

with the LITC reduces the likelihood of procuring multiple types of technology and

promotes the exchange of good practices amongst the ultimate users.

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Another example could be the availability of resources to support a student "drop-

in center" to help orient students to online learning environments. Not everyone may

agree with the need for a student online help center. But if members of the organization

approach the question from a systems or institutional basis, the answer may be different

than if it was strictly a departmental issue. Considering both the smaller and the larger

picture is important. In this way the benefits as well as the challenges are shared and

synergies of technology and work processes can be realized.

Taking a "departmental" approach did not impede the initiation of the pilot

project, nor will it most likely create great problems over the short term. But going

forward administrators and faculty need to remember that while focusing on promoting

the value of hybrid online courses is good strategy, ignoring the policies and practices

that hinder innovation is not.

Certainly individual online initiatives can continue to evolve giving the

impression that innovation is working because a few faculty are facilitating their courses

through a hybrid online model, or others are using technology to supplement their

courses. But the implementation and ultimately continuation of a quality hybrid online

program that meets accreditation requirements and achieves pedagogical and financial

objectives depends not only on decisions taken about course design, or support services

or choices about technology. It also depends on the ability for members of the institution

to capitalize on their different experiences and viewpoints. This is what makes

communities of practice function and strive. This is what encourages the creation of

synergies across departments and the effective evaluation of new ideas. This is the

institution's capacity for change.

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Appendices

Appendix A Consent Form for Vanier Staff to Participate in Research 162

Appendix B Consent Form for Vanier Faculty to Participate in Research 163

Appendix C Consent Form for Research Team Members to

Participate in Research 164

Appendix D Consent Form for Students to Participate in Research 165

Appendix E Observation Template 166

Appendix F Working Log Template 167

Appendix G Semi-structure Interview Form 168

Appendix H Hybrid/Blended Course Implementation Questionnaire - FR1 169

Appendix I Hybrid/Blended Course Implementation Questionnaire - FR2 174

Appendix J Student Survey-Rl 181

Appendix K Student Survey-R2.. 187

Appendix L Student Survey - R3 192

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Appendix A

CONSENT FORM FOR VANIER STAFF TO PARTICIPATE IN RESEARCH This is to state that I agree to participate in a research effort conducted by Richard F. Schmid and Robert M. Bernard, in conjunction with a Team of Masters Students, from the Department of Education at Concordia University.

A. PURPOSE.

The purpose of the research is assist teachers in the design, development, implementation and evaluation of CEGEP blended courses, as well as to collect data pertaining to teachers' approach and perceptions throughout these processes.

B. PROCEDURES.

I have been informed that a Team from Concordia University will observe and work with me throughout the stages of development of a pilot of blended courses at Vanier College.

The Team will provide assistance for the transition from in-class curriculum to a blended learning environment, help with the identification and application of online learning activities and underscore strategies that can facilitate an effective adoption of the pilot project once it has been completed.

To gain a better understanding of the issues encountered during the creation and implementation of a new blended environment, the Team will collect and record information on the mechanics of the development process and perspectives and preferences of teachers and other Vanier Administration and Staff members.

C. CONDITIONS OF PARTICIPATION. • I am free to withdraw my consent and discontinue participation at any time

without negative consequences. • I am free to participate in certain aspects described in "B" above to the exclusion

of others. • Participation in this study is strictly CONFIDENTIAL. • Data from this study may be published and will be done in anonymous fashion.

I HAVE CAREFULLY STUDIED THE ABOVE AND UNDERSTAND THIS AGREEMENT. I FREELY CONSENT AND VOLUNTARILY AGREE TO PARTICIPATE IN THIS STUDY.

NAME (please print) SIGNATURE DATE If at any time you have questions about your rights as a research participant, please contact Bob Bernard, Concordia University, at or by email at .

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Appendix B

CONSENT FORM FOR VANIER FACULTY TO PARTICIPATE IN RESEARCH

This is to state that I agree to participate in a research effort conducted by Richard F. Schmid and Robert M. Bernard of the Department of Education at Concordia University in conjunction with a Team of Masters Students from the Educational Technology and Educational Studies Programs also at Concordia University.

A. PURPOSE.

The purpose of the research is assist teachers in the design, development, implementation and evaluation of CEGEP blended courses, as well as to collect data pertaining to teachers' approach and perceptions throughout these processes.

B. PROCEDURES. I have been informed that a Team from Concordia University will observe and work with me throughout the stages of development of a pilot of blended courses at Vanier College.

The Team will provide assistance for the transition from in-class curriculum to a blended learning environment, help with the identification and application of online learning activities and underscore strategies that can facilitate an effective adoption of the pilot project once it has been completed.

To gain a better understanding of the issues encountered during the creation and implementation of a new blended environment, the Team will collect and record information on the mechanics of the development process and teachers' perspectives and preferences.

C. CONDITIONS OF PARTICIPATION.

• You are free to withdraw your consent and discontinue participation at any time without negative consequences.

• You are free to participate in certain aspects described in "B" above to the exclusion of others.

• Participation in this study is strictly CONFIDENTIAL. • Data from this study may be published and will be done in anonymous fashion.

I HAVE CAREFULLY STUDIED THE ABOVE AND UNDERSTAND THIS AGREEMENT. I FREELY CONSENT AND VOLUNTARILY AGREE TO PARTICIPATE IN THIS STUDY.

NAME (please print) SIGNATURE DATE If at any time you have questions about your rights as a research participant, please contact Richard F. Schmid, Concordia University, at or by email at

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Appendix C

CONSENT FORM FOR RESEARCH TEAM MEMBERS TO PARTICIPATE IN RESEARCH This is to state that I agree to participate in a research effort conducted by Richard F. Schmid and Robert M. Bernard, in conjunction with a Team of Masters Students, from the Department of Education at Concordia University.

A. PURPOSE.

The purpose of the research is to assist teachers in the design, development, implementation and evaluation of CEGEP blended courses, as well as to collect data pertaining to teachers' approach, perceptions and the interaction with the research Team members throughout these processes.

B. PROCEDURES.

I have been informed that a Researcher who is a member of the above mentioned Research Team will observe and work with me throughout the stages of development of a pilot of blended courses at Vanier College.

The Researcher will provide assistance for the transition from in-class curriculum to a blended learning environment, help with the identification and application of online learning activities and underscore strategies that can facilitate an effective adoption of the pilot project once it has been completed.

To gain a better understanding of the issues encountered during the creation and implementation of a new blended environment, the Researcher will collect and record information on the mechanics of the development process, teachers' perspectives and preferences as well as the perspectives of other research Team members during their involvement in this process.

C. CONDITIONS OF PARTICIPATION.

• I am free to withdraw my consent and discontinue participation at any time without negative consequences.

• I am free to participate in certain aspects described in "B" above to the exclusion of others.

• Participation in this study is strictly CONFIDENTIAL. • Data from this study may be published and will be done in anonymous fashion.

I HAVE CAREFULLY STUDIED THE ABOVE AND UNDERSTAND THIS AGREEMENT. I FREELY CONSENT AND VOLUNTARILY AGREE TO PARTICIPATE IN THIS STUDY.

NAME (please print) SIGNATURE DATE

If at any time you have questions about your rights as a research participant, please contact Bob Bernard, Concordia University, at or by email at .

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Appendix D

CONSENT FORM FOR STUDENTS TO PARTICIPATE IN RESEARCH

This is to state that I agree to participate in a research effort conducted by Dr. Richard F. Schmid and Dr. Robert M. Bernard of the Department of Educational Technology at Concordia University along with a team of Masters Students from Concordia Educational Technology and Educational Studies Programs in conjunction with Vanier College Administration and Faculty members.

A. Purpose The purpose of this study is to gain information, from a student perspective, on the Vanier online courses with the intent to further improve the quality of online education.

B. Procedure Procedure consists of a student questionnaire that will be distributed either during class time or online and collected on an agreed upon date/time. It consists of multiple-choice questions and a few short answer questions.

You will be asked to respond to two subsequent questionnaires throughout the term that will help track the progress of the online course(s) and identify areas for improvements.

We estimate that completion of each questionnaire will require about 15 minutes.

C. Conditions

• I understand that I am free to withdraw my consent and discontinue my participation at anytime without negative consequences.

• I understand that my participation in the study is confidential.

• I understand that the data from this study may be published.

I have carefully studied the above and understand this agreement. I freely consent and voluntary agree to participate in this study.

Name (please print)

Signature

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Appendix E

Observation Template

Date: Location Prepared By:

Participants: Description

Participant Response/Action/Behavior

Summary

My Reflections

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Appendix F

Working Log

DDate -Event

My Role:

OBJECTIVE:

NOTES:

Personal Observation/Reflection:

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Appendix G

Semi-structured Interview Form

Faculty Interview Protocol

Date:

Interviewee (Title and Name):

Interviewer:

Objective of Meeting:

Other Topics Discussed:

Documents Obtained:

Question 1:

Question 2:

Question 3:

Follow up for next Meeting:

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Appendix H

Hybrid/Blended Course Implementation Questionnaire FR - 1

This questionnaire is part of a research effort conducted by Richard F. Schmid and Robert M. Bernard of the Department of Education at Concordia University in conjunction with a Team of Masters Students from the Educational Technology and Educational Studies Programs also at Concordia University.

In cooperation with the Centre for the Study of Learning and Performance at Concordia, we developed this questionnaire with the objective of learning more about teachers' attitudes and preferences pertaining the transition from in-class curriculum to a blended learning environment. The information obtained from your responses will complement and enhance the insights gained by the participative observers of this research effort. These data will then be used to support similar transitions for the academic institution under study as well as other institutions with similar interests.

All information you provide will be kept strictly confidential. While overall results may be presented and published, your identity will not be revealed.

Participation in this questionnaire is voluntary and you are free to discontinue at any time. However, your professional experiences and opinions are crucial to helping us understand teaching from the educator's point of view and, in particular, the challenges you face in creating and developing a blended program as well as how resources should be organized to best help you accomplish your objectives.

We would greatly appreciate your taking the time to complete our questionnaire and thank you in advance for your time and collaboration.

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INSTRUCTIONS

Please mark all your answers directly on this questionnaire. Where appropriate circle the response which most closely represents your experience.

After you have completed the questionnaire, please return it to a member of the Research Team from Concordia University.

SECTION I - Self-Perception of Teaching Style and Preferences

1. I believe the teaching methodology that I currently use in class is... (Circle the most appropriate response. Choose only one).

A. Largely teacher-directed (e.g., teacher-led discussion, lecture) B. More teacher-directed than student-centred C. Even balance between teacher-directed and student-centred activities D. More student-centred than teacher-directed E. Largely student-centred (e.g., cooperative learning, discovery learning)

2. Using the scale provided, please indicate how often the following instructional techniques are used in your current in-class course, i.e., the same one you will be teaching on-line in the next semester.

A

Never

B

Seldom

C

Sometimes

D

Often

E

Very Often

Instructor led lectures.

Textbooks or other written material.

Class discussions.

Independent projects and/or independent assignments.

Group projects and/or group assignments.

Computer based instruction.

Concept Maps

Student-developed activities.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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SECTION II — Integrating use of computer technology in current in class environment

1. For each teaching activity listed below please indicate how frequently you have used computer technology in your current in-class course.

A Never

B Seldom

C Sometimes

D Often

E Very Often

Instruction and demonstration of concepts using either word processing, simulations, games, tutorials and/or CD-ROM Communicating and interacting with students using email, computer-conferencing, on-line journal and/or chat (e.g. First Class) Organization and analysis of course material using databases, spreadsheets, maintaining digital records, lesson plans, statistics and/or charts Presentation of course material to class using desktop publishing, digital video, digital camera, graphics, computer conferencing and/or an LCD projector. Assignments, tests exams, portfolios are created and/or evaluated using computer technology

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

2. Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A Strongly Disagree

B Disagree

C Neutral

D Agree

E Strongly Agree

In the current in-class version of the course to be presented as a blended class next semester, I feel that the students...

Effectively interact with the instructor. Effectively interact with other students. Are in control of their learning. Are actively participating in the class. Take advantage of learning opportunities and resources. Develop knowledge of basic concepts and facts. Learn to think critically about this subject. Develop links between specific concepts and themes Will be able to apply what they learn in-class to outside situation

A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E

A B C D E

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SECTION III- View on blended learning

Using the scale provided, please rate the extent to which you agree or disagree with the following statements regarding the implementation of blended learning

A Strongly Disagree

B Disagree Neutral Agree Strongly Agree

The implementation of blended learning in schools... 1. Increases academic achievement by students (e.g. grades). 2. Results in students neglecting important traditional learning

resources (e.g., library books). 3. Promotes the development of students' written

communication and presentation skills. 4. Is an effective tool for students of all abilities 5. Accommodates student's individual learning styles 6. Motivates students to get more involved in learning activities 7. Motivates students to complete their education 8. Promotes the development of students' ability to relate to

and work with others 9. Will increase the amount of stress and anxiety students will

experience 10. Will reduce student-teacher interaction 11. Will reduce student-student interaction. 12. Will reduce student-content interaction 13. Improves student learning of critical concepts and ideas. 14. Is only successful if computer technology is part of the

students' home environment. 15. Makes classroom management more difficult for the

teacher. 16. Is successful only if there is adequate teacher training in the

uses of technology for learning 17. Gives teachers the opportunity to be learning facilitators

instead of information providers. 18. Enhances the teachers' professional development 19. Increases the workload on the teacher throughout the

duration of the course 20. Is effective if teachers participate in the selection of

computer technologies to be integrated 21. Limits the teachers' choices of instructional materials

22. Requires extra time to plan learning activities

23. Will make teaching more efficient once the preliminary framework has been created.

24. Is an over all inferior method for teaching when compared to the traditional classroom setting.

A

A

A

A A A A

A

A

A A A A

A

A

A

A

A

A

A

A

A

A

A

B

B

B

B B B B

B

B

B B B B

B

B

B

B

B

B

B

B

B

B

B

C

C

C

C C C C

C

C

C C C C

C

C

C

C

C

C

C

C

C

C

C

D E

D E

D E

D E D E D E D E

D E

D E

D E D E D E D E

D E

D E

D E

D E

D E

D E

D E

D E

D E

D E

D E

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Section IV; Perceived Level of Comfort with Computer Technology

Please read the descriptions of each of the six stages related to the process of

integrating computer technology in teaching activities. Choose the stage that best

describes you right now.

A. Awareness I am aware that technology for teaching exists, but do not make use of it for

instruction.

B. Learning I am currently trying to learn the basics for computers and am sometimes

frustrated using them.

C. Understanding I am beginning to understand the process of using technology and can think of

specific tasks in which it might be useful.

D. Familiarity I am gaining a sense of self-confidence in using the computer for specific tasks.

E. Adaptation I think about the computer as an instructional tool to help me. I can use many

different computer applications.

F. Creative Application I can apply what I know about technology in the classroom. I am able to use it

as an instructional aid and have integrated computers into the curriculum.

Thank you very much for your participation in our study.

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Appendix I

Hybrid/Blended Course Implementation Questionnaire - FR2

This questionnaire is part two of a three-part series which will contribute to the research efforts of Richard F. Schmid and Robert M. Bernard, of the Department of Education at Concordia University, in conjunction with a Team of Masters Students, from the Educational Technology and Educational Studies Programs also at Concordia University. The research effort focuses on online distance education at Vanier College.

Participation in this questionnaire is voluntary and can be discontinued at any time. However, your professional experiences and opinions are crucial to helping us understand teaching from the educator's point of view and, in particular, the challenges you face in creating and developing a hybrid program as well as how resources should be organized to best help you accomplish your objectives.

All information you provide will be kept strictly confidential. While overall results may be presented and published, your identity will not be revealed. We greatly appreciate your taking the time to complete our questionnaire and thank you in advance for your collaboration.

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INSTRUCTIONS

Please mark all your answers directly on this questionnaire. Where appropriate circle the response that most closely represents your experience.

After you have completed the questionnaire please return it to a member of the Research Team from Concordia University. If you have any questions, please don't hesitate to contact either or Wendy at and

respectively.

Thank you for your collaboration.

SECTION I - Self-Perception of Teaching Style and Preferences

4̂ 2.1 believe the teaching methodology that I currently use in the hybrid course is... (Circle the most appropriate response. Choose only one).

A. Largely teacher-directed (e.g., teacher-led discussion, lecture), B. More teacher-directed than student-centred, C. Even balance between teacher-directed and student-centred activities, D. More student-centred than teacher-directed, E. Largely student-centred (e.g., cooperative learning, discovery learning).

2j3.Using the scale provided, please indicate how often the following instructional techniques are used in your current hybrid course.

A Never

B Seldom

C Sometimes

D Often

E Very Often

Instructor led online discussions. On-line texts and/or research materials. On-line video. Independent projects and/or independent assignments. Group projects and/or group assignments. Concept Maps. Student-developed activities. Online group discussions.

A B C D E A B C D E A B C D E

A B C D E

A B C D E A B C D E A B C D E A B C D E

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SECTION II - Integrating Use of Computer Technology in Current Hybrid Environment

1. Please indicate the extent to which you use the following instructional tools in your current hybrid course

.'•A- ' Never

B Seldom

C Sometimes

D >| E Often J Very Often

Instruction and demonstration of concepts using word processing. Instruction and demonstration of concepts using either simulations, games, tutorials and/or CD-ROM. Communicating and interacting with students using email. Communicating and interacting with students using computer-conferencing. Instruction and demonstration of concepts using online journals. Communicating and interfacing with students using chat. Organization and analysis of course material using databases, spreadsheets, maintaining digital records, lesson plans, statistics and/or charts. Presentation of course material in class using desktop publishing, Power Point, digital video, digital camera, graphics, computer conferencing and/or LCD projector.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

2. Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A Strongly Disagree

B Disagree

C Neutral

D Agree Strongly Agree

In the current hybrid version of the course I believe that the students... Effectively interact with the instructor.

Effectively interact with other students.

Are in control of their learning.

Are actively participating in the in-class on campus sessions. Are actively participating online.

Take advantage of learning opportunities and resources.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Develop knowledge of basic concepts and facts.

Learn to think critically about this subject.

Develop links between specific concepts and themes. Will be able to apply what they learn in the course to outside situations. Are able to complete assignments on time.

Need constant clarification of what needs to be done.

Need constant clarification of course material.

Enjoy the online collaborative work.

A

A

A

A

A

A

A

A

B

B

B

B

B

B

B

B

C

C

C

C

C

C

C

C

D

D

D

D

D

D

D

D

E

E

E

E

E

E

E

E

SECTION III- Views on Hybrid Learning

1. Using the scale provided, please rate the extent to which you agree or disagree with the following statements regarding the implementation of hybrid learning

A Strongly Disagree

13 Disagree

C Neutral

D Agree

I believe that the implementation of hybrid learning in CEGEP. Increases academic achievement by students (e.g., grades). Results in students neglecting important traditional learning resources (e.g., library books). Promotes the development of students' written communication and presentation skills. Is an effective tool for students of all abilities. Accommodates student's individual learning styles. Motivates students to get more involved in learning

activities. Motivates students to complete their education. Promotes the development of students' ability to relate to and work with others. Increases the amount of stress and anxiety students will

experience. Reduces student-teacher interaction. Reduces student-student interaction. Reduces student-content interaction. Improves student learning of critical concepts and ideas. Is only successful if computer technology is part of the students' home environment.

A

A

A

A A

A

A

A

A

A A A A

A

E Strongly Agree

B

B

B

B B

B

B

B

B

B B B B

B

C

C

C

C C

C

C

C

C

C C C C

C

D E

D E

D E

D E D E

D E

D E

D E

D E

D E D E D E D E

D E

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Allows for rapid feedback to the students regarding their work.

Makes course management more difficult for the teacher. Is successful only if there is adequate teacher training in the uses of technology for learning. Gives teachers the opportunity to be learning facilitators instead of information providers. Enhances the teachers' professional development. Is effective if teachers participate in the selection of computer technologies to be integrated. Limits the teachers' choices of instructional materials.

Requires extra time to plan learning activities.

Makes teaching more efficient once the preliminary framework has been created.

Overall, is an inferior method for teaching when compared to the traditional classroom setting.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

Section IV: Perceived Computer Technology Knowledge

AT Please read the descriptions of each of the six stages related to the process of integrating computer technology in teaching activities. Choose the stage that best describes you right now and circle the letter.

A. Initial Awareness

I am aware that technology for teaching exists, but do not make use of it for instruction.

B. Basics Learning I am currently trying to learn the basics for computers and am sometimes frustrated using them.

C. Functional Understanding I am beginning to understand the process of using technology and can think of specific tasks in which it might be useful.

D. Good Familiarity I am gaining a sense of self-confidence in using the computer for specific tasks.

E. Extended Adaptation I think about the computer as an instructional tool to help me. I can use many different computer applications.

F. Creative Application I can apply what I know about technology in the classroom. I am able to use it as an instructional aid and have integrated computers into the curriculum.

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Section V: Motivating and Inhibiting Factors

a). Motivating Factors: Using the scale provided, please rate the extent to which you agree or disagree that the following factors would motivate you to participate in a hybrid course in the future.

. ' • . - • ' A .

Strongly Disagree B

Disagree C

Neutral Agree E

Strongly Agree

Personal motivation to use technology. Opportunity for scholarly pursuit. Reduced teaching load. Opportunity to use personal research as a teaching tool. Required by department. Support and encouragement from Dean or Chair. Support and encouragement from institution's administration. Working conditions (e.g. hours, location). Job security. Monetary support for participation (e.g. stipend, overload). Institution expectation for faculty participation. Opportunity to develop new ideas. Expanding personal skill set for future job opportunities at other institutions or organizations. Professional prestige and status. Grants for materials/expenses. Support and encouragement from departmental colleagues. Intellectual challenge. Overall job satisfaction. Technical support provided by the institution. Credit toward promotion and tenure.

Release time.

Distance education training provided by the institution.

Merit pay. Greater course flexibility for students. Opportunity to enhance instruction through the use of multi­media. Ability to reach new audiences that cannot attend classes on campus. Opportunity to improve my teaching.

A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E

A B C D E

A B C D E A B C D E A B C D E A B C D E A B C D E

A B C D E

A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E

A B C D E

A B C D E

A B C D E

A B C D E A B C D E

A B C D E

A B C D E

A B C D E

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b). Inhibiting Factors: Using the scale provided, please rate the extent to which you agree or disagree that the following factors would inhibit you to participate in a hybrid course in the future.

' A Strongly Disagree

B Disagree

c Neutral

D Agree

E ' Strongly Agree

Concern about faculty workload. Negative comments made by colleagues about distance education teaching experiences. Lack of distance education training provided by institution. Lack of support and encouragement from departmental

colleagues. Lack of release time. Lack of professional prestige. Lack of technical background. Lack of support or encouragement from Dean or Chair. Lack of grants for materials/expenses. Concern about quality of courses. Lack of technical support provided by the institution. Lack of merit pay. Lack of support and encouragement from institution

administrators. Lack of monetary support for participation (e.g. stipend,

overload). Lack of salary increase. Lack of credit toward promotion and tenure.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E

A B C D E

A B C D E

A B C D E A B C D E

Please feel free to add any other factors that may motivate or inhibit your participation in teaching an online or hybrid course in the future. Please feel free as well to add any further comments that you wish to include.

Thank you for taking the time to complete our questionnaire.

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Sj Concordia X":.'i/ l S l i t K > I i V

Appendix J

Student Survey - Rl

Vanier College:

Course Description/Number:

Date Questionnaire Distributed: Date Retrieved:

INSTRUCTIONS:

To the students of this class: Thank you for taking the time to respond to this questionnaire which is part of an evaluation effort of Vanier's Hybrid Course Pilot Project conducted by Concordia University in conjunction with Vanier College Administration and Faculty.

Please be as candid as possible when responding to the questions below.

You will also be asked to respond to two subsequent questionnaires throughout the term that will help track the progress of the online course(s) and identify areas for improvements.

All information that you provide will be kept strictly confidential, that is overall results may be presented and published, but your identity will not be revealed.

The survey is divided into four sections:

I. Information About the Student and Student Perceptions II. Evaluation of the Course Design and Content III. Evaluation of the use of Technology and Technical Support IV. General comments

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Section I: About the Student:

1. General Background Information For the questions below, please circle the answer or fill in the blank with information that best reflects your current circumstances and/or opinion.

A. Is this the first online course that you have ever taken? B. Including this course, how many courses are you taking this semester? C. In which program are you registered?

D. How did you find out about this course?

E. Why did you select this course?

F. To the best of your knowledge, which approach helps you learn best?

G. Would you consider yourself a student who does not need constant guidance by the teacher (i.e. independent learner)? H. How would you rate your time management skills?

I. Do you have access to a computer with internet connection at home?

Yes No

1 2 3 4

Specify:

a. During Registration b. From an Advisor c. From another student

a. Time slot preference b. Missing credits c. Curiosity d. Other pis specify

a. Teacher's lectures b. Personal study and readings c. Hands on experience d. Other pis specify

Yes To some extent No

a. Very good b. Good c. Average d. Below average e. Not very good

Yes No

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2. Experience with Computer Technology Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A

Strongly Disagree

B

Disagree

C

Neutral

D

Agree

E- .

Strongly Agree

Prior to taking this class I....

Used the computer at least once per day for non-gaming purposes. Was comfortable with online messaging.

Was comfortable in accessing information via internet.

Knew how to download files.

Have used First-Class to communicate or retrieve information. Have used Can-8 in other courses.

Have worked with the Inspiration software.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

3. Student Perception of Blended Learning and Online Instruction Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A Strongly Disagree

B Disagree

C Neutral

D Agree

E Strongly Agree

I believe that... 1 can learn just as well online as 1 can in a traditional classroom. 1 can interact with my fellow students better in a traditional classroom than online.

1 can interact better with my teacher in this online course than 1 could in a traditional course. This online course will help me to manage my time to study. This online course will be more stressful than a traditional class. This online course will give me more options to learn than a traditional course.

Learning online will help me to reflect on what 1 am learning because 1 have more time to do so.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Section II- Evaluation of the Course Design and Content

Using the scale provided, please rate the extent to which you agree or disagree

with the following statements regarding the Design and Contents of this Course

A Strongly Disagree

B Disagree

C Neutral

: D Agree Strongly Agree

The objectives of this course are clear to me.

The online format of the course makes the course more interesting.

1 have already referred to the students' guide "Tips for Online Learning".

The students' guide "Tips for Online Learning" has been helpful in preparing me for what to expect in an online course. The rules and guidelines for how to interact in this course have been made very clear. The amount of work that 1 have to do for this course is less than my other courses. So far 1 have been able to communicate with my instructor, as 1 need to. So far feedback from the instructor on assignments has been timely.

So far 1 have been able to communicate with my classmates without difficulty. The deadlines to complete the online exercises are too short.

The information available on the web page clearly explains how to use the course materials and complete the assignments.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Section lit- Evaluation of the use of Technology and Technical Support

Using the scale provided, please rate the extent to which you agree or disagree with the following statements regarding the use of Technology for the online course and the Technical Support available to you.

A Strongly Disagree

B Disagree

C

Neutral

D Agree

E Strongly Agree

The instructions and guidelines for how to use the technology (First-Glass, Can-8, etc.) in the course has been made very clear. Some more training on how to use First-Glass would be helpful. 1 feel comfortable using First-Class to communicate with other students in the class.

1 feel comfortable using Can-8 for class exercises.

Information was available to help me solve technical problems before they caused delays in my coursework.

1 have already contacted Vanier Technical support for help.

The hours that Vanier Technical support is available meets my needs.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Section IV: General Comments

What do you like most about this class as an online course with respect to content?

What do you like most about this class as an online course with respect to delivery?

What do you not like about this class as an online course with respect to content?

What do you not like about this class as an online course with respect to delivery?

What would you recommend be changed?

Would you be interested in participating in a focus group to further discuss the above? YES NO

How can we reach you? Name: Email:

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Appendix K

Student Survey - R2

Vanier College:

Course Description/Number:

Date Questionnaire Distributed: Date Retrieved:

INSTRUCTIONS:

To the students of this class: Thank you for taking the time to respond to this questionnaire. This is Round 2 of a three stage student feedback process on Vanier's Hybrid Course Pilot Project currently being evaluated as part of a research effort conducted by Concordia University in conjunction with Vanier College Administration and Faculty.

Please be as candid as possible when responding to the questions below.

You will also be asked to one other questionnaire at the end of this term.

All information that you provide will be kept strictly confidential, that is overall results may be presented and published, but your identity will not be revealed.

Similar to the first questionnaire, this survey is divided into four sections:

V. Information About the Student and Student Perceptions VI. Evaluation of the Course Design and Content

VII. Evaluation of the use of Technology and Technical Support

VIII. General comments

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Section I: About the Student:

1. General Background Information For the questions below, please circle the answer or fill in the blank with information that best reflects your current circumstances and/or opinion.

A. In which program are you registered?

B. To the best of your knowledge, which approach helped you learn best prior to taking this online course?

C. To the best of your knowledge, which approach helps you learn best while taking this online course?

D. Would you consider yourself a student that does not need constant guidance by the teacher (i.e. independent learner)? E. How would you rate your time management skills prior to taking the online course?

F. How would you rate your time management skills now that you have been taking the online course for several weeks?

G. Does taking the online course save you time coming to campus? H. I believe I am more focused when I study online then when I am sitting in a traditional classroom.

Specify:

a. Teacher's lectures b. Personal study and readings c. Hands on experience d. Other pis specify

a. Teacher's lectures b. Personal study and readings c. Hands on experience d. Other pis specify

Yes To some extent No

a. Very good b. Good c. Average d. Below average e. Not very good

a. Very good b. Good c. Average d. Below average e. Not very good

Yes To some extent No

Yes To some extent No

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2. Experience with Computer Technology Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A Strongly Disagree

B Disagree

C Neutral

D Agree Strongly Agree

Taking this online course has...

Helped me be more comfortable with online messaging. Improved my ability to access information via internet.

Improved my ability to download files

Improved my ability to use FirstClass to communicate or retrieve information. Improved my ability to use Can-8.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

3. Student Perception of Blended Learning and Online Instruction Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

A Strongly Disagree Disagree

c Neutral

D Agree

".Si:"* Strongly Agree

Halfway through this online course I believe that...

1 can learn just as well online as 1 can in a traditional classroom. 1 can interact with my fellow students better in a traditional classroom than online. 1 can interact better with my teacher in this online course than 1 could in a traditional course. This online course helps me to manage my time to study. This online course is more stressful than a traditional class. This online course gives me more options to learn than a traditional course. Learning online helps me to reflect on what 1 am learning because 1 have more time to do so.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Section Ij- Evaluation of the Course Design and Content

Using the scale provided, please rate the extent to which you agree or disagree with

the following statements regarding the Design and Contents of this Course

A Strongly Disagree

-; B Disagree

C Neutral

D Agree

E Strongly Agree

The objectives of this course continue to be clear to me.

The online format of the course makes the course more interesting.

1 have referred to the students' guide "Tips for Online Learning".

The students' guide "Tips for Online Learning" has been helpful in preparing me for what to expect in an online course. The rules and guidelines for how to interact in this course continue to be clear. The amount of work that 1 have to do for this course is less than my other courses. 1 have been able to communicate with my instructor, as 1 need to. Feedback from the instructor on assignments has been timely.

1 have been able to communicate with my classmates without difficulty. The deadlines to complete the online exercises are too short.

The information available on the web page clearly explains how to use the course materials and complete the assignments.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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Section III- Evaluation of the use of Technology and Technical Support

Using the scale provided, please rate the extent to which you agree or disagree

with the following statements regarding the use of Technology for the online course

and the Technical Support available to you.

A Strongly Disagree

B Disagree

C Neutral

D Agree

E • , Strongly Agree

Some more training on how to use FirstClass would be helpful. 1 feel comfortable using FirstClass to communicate with other students in the class. 1 feel comfortable using Can-8 for class exercises.

Information is available to help me solve technical problems before they caused delays in my coursework. 1 have contacted Vanier Technical support for help.

The hours that Vanier Technical support is available meets my needs.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

Section IV; General Comments

Halfway through the program, what do you like most about this class as an online course with respect to content?

Halfway through the program, what do you like most about this class as an online course with respect to delivery?

Halfway through the program, what do you not like about this class as an online course with respect to content?

Halfway through the program, what do you not like about this class as an online course with respect to delivery?

What would you recommend be changed?

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Appendix L

Student Survey - R3

Vanier College:

Course Description/Number:

Date Questionnaire Distributed: Date Retrieved:

Code:

• IMPORTANT: Enter the last 4 digits of your telephone or mobile number in the section marked Code above. If you did not use the last 4 digits of your phone number for the last survey, try to remember the 4 digits that you did use.

INSTRUCTIONS:

Thank you for taking the time to respond to this third and final questionnaire of a three-stage student feedback process on Vanier's Hybrid Course Pilot Project.

Please be as candid as possible when responding to the questions below.

All information that you provide will be coded and kept strictly confidential. Overall results may be presented and published as part of a research effort conducted by Concordia University in conjunction with Vanier College Administration and Faculty, but your identity will not be revealed.

If you have questions at any time about the survey or the procedures, you may contact Wendy Keller and by email at and respectively.

Thank you very much for your time and support.

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Similar to the first and second questionnaires, this survey is divided into four sections:

IX. Information About the Student and Student Perceptions X. Evaluation of the Course Design and Content

XL Evaluation of the use of Technology and Technical Support

General comments

Section I: About the Student:

1. General Background Information For the questions below, please circle the answer or fill in the blank with information that best reflects your current circumstances and/or opinion.

A. In which program are you registered?

B. What is the name of this course?

C. Do you believe you are a self-motivated person?

D. Do you believe to be more focused in your learning when you study online than when you sit in a traditional classroom? E. From your experience in this course, is studying online a time saving experience in comparison to your other in classroom courses? F. The amount of work that I had to do for this online course is other courses in the same field of study. G. This online course, helped you be more confident about using which of the following courseware: Circle all that apply.

H. How do you prefer to respond to these questionnaires?

Specify:

Specify:

Yes To some extent No

Yes To some extent No

Explain: Yes To some extent No

Explain: a. more than b. about the same as c. less than a. FirstClass b. Can-8 c. Inspiration d. None a. Electronically online b. Using paper copies

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2. Experience with Computer Technology Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

Strongly Disagree Disagree Neutral Agree Strongly Agree

Taking this hybrid course has prepared me to be able to take other courses at Vanier online because...

1 am comfortable working with FirstClass to communicate with classmates 1 am comfortable reading the subject matter online and reflecting on the content. 1 am comfortable planning my schedule so that 1 have enough time to read the material and complete the assignments 1 am comfortable making arrangements to meet with my fellow students online to discuss the subject 1 am comfortable requesting assistance from the teacher via online messaging. 1 am comfortable completing my assignments on Can-8 1 am comfortable using the Inspiration Software to create concept maps.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

3. Student Perception of Hybrid Learning and Online Instruction Using the scale provided, please rate the extent to which you agree or disagree with the following statements.

r-f * A Strongly Disagree

• B Disagree

C Neutral

y- D Agree

E Strongly Agree

I believe that...

1 can learn just as well online as 1 can in a traditional classroom. 1 can learn better online than 1 can in a traditional classroom 1 need more contact from the teacher either via online messaging or through chat in order to stay on track with my studies. 1 do not interact with my fellow students as much online as 1 do in a traditional classroom. 1 prefer to interact frequently with my fellow students.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

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1 can interact with my fellow students just as well in an online class as 1 can in a traditional class. Learning online helps me to reflect on what 1 am learning because 1 have more time to do so. 1 prefer learning online because it gives me more time to study This online course helps me to manage my time to study. 1 would learn more if 1 took this course in a traditional classroom setting. This online course gives me more options to learn than a traditional course. 1 feel more comfortable participating in group discussions when online then when 1 sit in a classroom. 1 would recommend taking this class as an online course to a friend. As a result of taking this on-line course 1 plan to take another online course in the near future.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

Section II- Evaluation of the Course Design and Content

Using the scale provided, please rate the extent to which you agree or disagree with the following statements regarding the Design and Content of this Course

:'., A Strongly Disagree

.;_. 7 B ' Disagree

C Neutral Agree Strongly Agree

The online format of the course made the course more interesting. 1 believe 1 did just as well in this online course as 1 would have had the course been given in a traditional classroom format. The organized chats held for this online class have been very helpful in understanding the subject matter. My study habits were the same for this course as for a traditional course.

A B C D E

A B C D E

A B C D E

A B C D E .

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Section III- Evaluation of the use of Technology and Technical Support

Using the scale provided, please rate the extent to which you agree or disagree with the following statements regarding the use of Technology for the hybrid course and the Technical Support available to you.

A

Strongly Disagree

6 Disagree

C

Neutral

D

Agree

E

Strongly Agree

For future hybrid classes, more training on how to use FirstClass would be helpful. As a result of taking this on-line course 1 feel that my ability to use the computer to complete assignments has improved. Information was available to help me solve technical problems before they caused delays in my coursework. 1 have contacted Vanier Technical support for help.

The hours that Vanier Technical support was available met my needs.

A B C D E

A B C D E

A B C D E

A B C D E

A B C D E

Section IV: General Comments

In your opinion, has taking this course helped to prepare you to do well in other online courses in the future?

Do you believe the online course format to be more, the same or less stressful than the same subject given in a traditional classroom? Please explain.

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What factors contributed to your success in this hybrid online course? Explain.

What is your impression of hybrid learning? Explain

If you had to teach a course online what would you do the same or differently from your instructors? Explain.

In your opinion, do you believe students at Vanier are ready for hybrid online courses? Explain.

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